BTIRX Mutual Fund Analysis & Holdings | MarketXLS

BTIRX Mutual Fund

NAV$179.40

AUM$24M

TER0.20%

Holdings1

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BTIRX Mutual Fund

NAV$179.40

DWS Equity 500 Index Fund Class R6

AUM$24M

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

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.