BTIRX Mutual Fund
BTIRX Mutual Fund
NAV$178.65
AUM$26M
TER0.20%
Holdings1
See how much of BTIRX you already own
BTIRX Mutual Fund
NAV$178.65
DWS Equity 500 Index Fund Class R6
AUM$26M
TER0.20%
Holdings1
See how much of BTIRX you already own
BTIRX Mutual Fund Overlap Analysis
BTIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BTIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, BTIRX may share significant positions with broad-market funds.
BTIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BTIRX tax-loss harvesting finds highly correlated but non-identical funds.