BTIIX Mutual Fund
BTIIX Mutual Fund
NAV$176.81
AUM$113M
TER0.20%
Holdings1
See how much of BTIIX you already own
BTIIX Mutual Fund
NAV$176.81
DWS Equity 500 Index Fund Class Institutional
AUM$113M
TER0.20%
Holdings1
See how much of BTIIX you already own
BTIIX Mutual Fund Overlap Analysis
BTIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BTIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, BTIIX may share significant positions with broad-market funds.
BTIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BTIIX tax-loss harvesting finds highly correlated but non-identical funds.