BTIFX Mutual Fund Analysis & Holdings | MarketXLS

BTIFX Mutual Fund

NAV$18.85

AUM$159,386.73

TER1.99%

Holdings11

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BTIFX Mutual Fund

NAV$18.85

Belmont Theta Income Fund Institutional Class Shares

AUM$159,386.73

TER1.99%

Holdings11

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

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.