BVOIX Mutual Fund
BVOIX Mutual Fund
NAV$12.49
TER0.70%
Holdings72
See how much of BVOIX you already own
BVOIX Mutual Fund
NAV$12.49
Barrow Hanley US Value Opportunities Fund Institutional Class
TER0.70%
Holdings72
See how much of BVOIX you already own
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.