BTIDX Mutual Fund Analysis & Holdings | MarketXLS

BTIDX Mutual Fund

NAV$7.29

AUM$52M

TER2.63%

Holdings1

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BTIDX Mutual Fund

NAV$7.29

IDX Risk-Managed Digital Assets Strategy Fund Class Institutional

AUM$52M

TER2.63%

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

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.