BTCLX Mutual Fund Analysis & Holdings | MarketXLS

BTCLX Mutual Fund

NAV$15.28

AUM$7M

TER1.24%

Holdings2

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BTCLX Mutual Fund

NAV$15.28

Vest Bitcoin Strategy Managed Volatility Fund Class Investor

AUM$7M

TER1.24%

Holdings2

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

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Discover Portfolio Overlap

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

BTCLX Mutual Fund Overlap Analysis

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

BTCLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, BTCLX may share significant positions with broad-market funds.

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