BTFIX Mutual Fund

NAV$7.49

AUM$15M

TER1.84%

Holdings1

BTFIX Mutual Fund

NAV$7.49

BTS Tactical Fixed Income Fund Class I

AUM$15M

TER1.84%

Holdings1

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

Holdings Overlap Analysis

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

BTFIX Mutual Fund Overlap Analysis

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

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

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