BUIGX Mutual Fund
BUIGX Mutual Fund
NAV$24.35
AUM$272M
TER0.95%
Holdings41
BUIGX Mutual Fund
NAV$24.35
Vest US Large Cap 10% Buffer Strategies Fund Institutional Class
AUM$272M
TER0.95%
Holdings41
BUIGX Mutual Fund Overlap Analysis
BUIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BUIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, BUIGX may share significant positions with broad-market funds.
BUIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BUIGX tax-loss harvesting finds highly correlated but non-identical funds.