BVATX Mutual Fund Analysis & Holdings | MarketXLS

BVATX Mutual Fund

NAV$10.96

AUM$20M

TER0.62%

Holdings39

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BVATX Mutual Fund

NAV$10.96

Sterling Capital Virginia Intermediate Tax Free Fund Insti Class

AUM$20M

TER0.62%

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

BVATX Mutual Fund Overlap Analysis

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

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

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