BVAAX Mutual Fund
BVAAX Mutual Fund
NAV$10.53
AUM$6M
TER0.87%
Holdings43
See how much of BVAAX you already own
BVAAX Mutual Fund
NAV$10.53
Sterling Capital Virginia Intermediate Tax Free Fund Class A
AUM$6M
TER0.87%
Holdings43
See how much of BVAAX you already own
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 43 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.