BTTRX Mutual Fund Analysis & Holdings | MarketXLS

BTTRX Mutual Fund

NAV$115.38

AUM$168M

TER0.55%

Holdings15

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BTTRX Mutual Fund

NAV$115.38

American Century Investment Zero Coupon 2025 Fund Investor Class

AUM$168M

TER0.55%

Holdings15

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

BTTRX Mutual Fund Overlap Analysis

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

BTTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, BTTRX may share significant positions with broad-market funds.

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