BUSIX Mutual Fund

NAV$25.01

AUM$21M

TER0.44%

Holdings133

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BUSIX Mutual Fund

NAV$25.01

Sterling Capital Ultra Short Bond Fund Institutional Class

AUM$21M

TER0.44%

Holdings133

See how much of BUSIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

BUSIX Mutual Fund Overlap Analysis

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

BUSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, BUSIX may share significant positions with broad-market funds.

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