BULIX Mutual Fund Analysis & Holdings | MarketXLS

BULIX Mutual Fund

NAV$19.12

AUM$269M

TER0.65%

Holdings39

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BULIX Mutual Fund

NAV$19.12

American Century Utilities Fund Investor Class

AUM$269M

TER0.65%

Holdings39

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

BULIX Mutual Fund Overlap Analysis

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

BULIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, BULIX may share significant positions with broad-market funds.

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