BTIFX Mutual Fund
BTIFX Mutual Fund
NAV$18.85
AUM$159,386.73
TER1.99%
Holdings11
See how much of BTIFX you already own
BTIFX Mutual Fund
NAV$18.85
Belmont Theta Income Fund Institutional Class Shares
AUM$159,386.73
TER1.99%
Holdings11
See how much of BTIFX you already own
BTIFX Mutual Fund Overlap Analysis
BTIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BTIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, BTIFX may share significant positions with broad-market funds.
BTIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BTIFX tax-loss harvesting finds highly correlated but non-identical funds.