BVIII Mutual Fund
BVIII Mutual Fund
AUM$70M
TER1.02%
Holdings66
See how much of BVIII you already own
BVIII Mutual Fund
BlackRock Basic Value V.I. Fund Class III
AUM$70M
TER1.02%
Holdings66
See how much of BVIII you already own
BVIII Mutual Fund Overlap Analysis
BVIII overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BVIII portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, BVIII may share significant positions with broad-market funds.
BVIII overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BVIII tax-loss harvesting finds highly correlated but non-identical funds.