BVAAX Mutual Fund Analysis & Holdings | MarketXLS

BVAAX Mutual Fund

NAV$10.96

AUM$7M

TER0.87%

Holdings39

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BVAAX Mutual Fund

NAV$10.96

Sterling Capital Virginia Intermediate Tax Free Fund Class A

AUM$7M

TER0.87%

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

BVAAX Mutual Fund Overlap Analysis

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

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

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