BTMPX Mutual Fund Analysis & Holdings | MarketXLS

BTMPX Mutual Fund

NAV$21.95

AUM$189M

TER0.34%

Holdings701

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BTMPX Mutual Fund

NAV$21.95

iShares MSCI EAFE International Index Fund Class Investor P

AUM$189M

TER0.34%

Holdings701

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

BTMPX Mutual Fund Overlap Analysis

BTMPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BTMPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 701 holdings, BTMPX may share significant positions with broad-market funds.

BTMPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BTMPX tax-loss harvesting finds highly correlated but non-identical funds.