BVDAX Mutual Fund Analysis & Holdings | MarketXLS

BVDAX Mutual Fund

NAV$16.23

AUM$682M

TER0.33%

Holdings19

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BVDAX Mutual Fund

NAV$16.23

BlackRock 60/40 Target Allocation ETF V.I. Fund Class I

AUM$682M

TER0.33%

Holdings19

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 BVDAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BVDAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.