BTIAX Mutual Fund Analysis & Holdings | MarketXLS

BTIAX Mutual Fund

NAV$19.35

AUM$69M

TER0.16%

Holdings287

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BTIAX Mutual Fund

NAV$19.35

Northern Funds US Treasury Index Fund

AUM$69M

TER0.16%

Holdings287

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

BTIAX Mutual Fund Overlap Analysis

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

BTIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 287 holdings, BTIAX may share significant positions with broad-market funds.

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