BTIDX Mutual Fund
BTIDX Mutual Fund
NAV$7.29
AUM$52M
TER2.63%
Holdings1
See how much of BTIDX you already own
BTIDX Mutual Fund
NAV$7.29
IDX Risk-Managed Digital Assets Strategy Fund Class Institutional
AUM$52M
TER2.63%
Holdings1
See how much of BTIDX you already own
BTIDX Mutual Fund Overlap Analysis
BTIDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BTIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, BTIDX may share significant positions with broad-market funds.
BTIDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BTIDX tax-loss harvesting finds highly correlated but non-identical funds.