BUAGX Mutual Fund

NAV$23.84

AUM$7M

TER1.20%

Holdings41

BUAGX Mutual Fund

NAV$23.84

Vest US Large Cap 10% Buffer Strategies Fund Class A

AUM$7M

TER1.20%

Holdings41

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Holdings Overlap Analysis

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

BUAGX Mutual Fund Overlap Analysis

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

BUAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, BUAGX may share significant positions with broad-market funds.

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