BVAOX Mutual Fund
BVAOX Mutual Fund
NAV$10.18
AUM$137M
TER1.10%
Holdings50
See how much of BVAOX you already own
BVAOX Mutual Fund
NAV$10.18
Madison Small Cap Fund
AUM$137M
TER1.10%
Holdings50
See how much of BVAOX you already own
BVAOX Mutual Fund Overlap Analysis
BVAOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BVAOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, BVAOX may share significant positions with broad-market funds.
BVAOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BVAOX tax-loss harvesting finds highly correlated but non-identical funds.