BTSAX Mutual Fund Holdings Overlap Calculator | MarketXLS

BTSAX Mutual Fund

NAV$9.68

AUM$181,445.51

TER2.12%

Holdings13

See what you own twice

Check BTSAX against your other funds. Free for up to 5.

Check my overlap

BTSAX Mutual Fund

NAV$9.68

BTS Managed Income Fund Class A

AUM$181,445.51

TER2.12%

Holdings13

See what you own twice

Check BTSAX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BTSAX Mutual Fund Overlap Analysis

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

BTSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, BTSAX may share significant positions with broad-market funds.

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