BTPIX Mutual Fund Analysis & Holdings | MarketXLS

BTPIX Mutual Fund

NAV$11.23

AUM$31M

TER1.17%

Holdings7

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BTPIX Mutual Fund

NAV$11.23

Westwood Broadmark Tactical Plus Fund Class F

AUM$31M

TER1.17%

Holdings7

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

BTPIX Mutual Fund Overlap Analysis

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

BTPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, BTPIX may share significant positions with broad-market funds.

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