BVOIX Mutual Fund
BVOIX Mutual Fund
NAV$12.67
TER0.70%
Holdings72
BVOIX Mutual Fund
NAV$12.67
Barrow Hanley US Value Opportunities Fund Institutional Class
TER0.70%
Holdings72
BVOIX Mutual Fund Overlap Analysis
BVOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BVOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, BVOIX may share significant positions with broad-market funds.
BVOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BVOIX tax-loss harvesting finds highly correlated but non-identical funds.