BTFCX Mutual Fund Analysis & Holdings | MarketXLS

BTFCX Mutual Fund

NAV$7.45

AUM$9M

TER2.84%

Holdings1

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BTFCX Mutual Fund

NAV$7.45

BTS Tactical Fixed Income Fund Class C

AUM$9M

TER2.84%

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 BTFCX 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 BTFCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BTFCX Mutual Fund Overlap Analysis

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

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

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