BSPAX Mutual Fund Analysis & Holdings | MarketXLS

BSPAX Mutual Fund

NAV$901.44

AUM$3.8B

TER0.35%

Holdings1

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BSPAX Mutual Fund

NAV$901.44

iShares S&P 500 Index Fund Class Investor A

AUM$3.8B

TER0.35%

Holdings1

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BSPAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BSPAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BSPAX Mutual Fund Overlap Analysis

BSPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BSPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, BSPAX may share significant positions with broad-market funds.

BSPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BSPAX tax-loss harvesting finds highly correlated but non-identical funds.