BVDAX Mutual Fund
BVDAX Mutual Fund
NAV$16.06
AUM$693M
TER0.33%
Holdings19
See how much of BVDAX you already own
BVDAX Mutual Fund
NAV$16.06
BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
AUM$693M
TER0.33%
Holdings19
See how much of BVDAX you already own
BVDAX Mutual Fund Overlap Analysis
BVDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BVDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, BVDAX may share significant positions with broad-market funds.
BVDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BVDAX tax-loss harvesting finds highly correlated but non-identical funds.