BTIIX Mutual Fund Analysis & Holdings | MarketXLS

BTIIX Mutual Fund

NAV$178.93

AUM$108M

TER0.20%

Holdings1

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BTIIX Mutual Fund

NAV$178.93

DWS Equity 500 Index Fund Class Institutional

AUM$108M

TER0.20%

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

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.