BVPIX Mutual Fund
BVPIX Mutual Fund
NAV$25.16
AUM$7M
TER0.70%
Holdings52
See how much of BVPIX you already own
BVPIX Mutual Fund
NAV$25.16
Baywood ValuePlus Fund Institutional Shares
AUM$7M
TER0.70%
Holdings52
See how much of BVPIX you already own
BVPIX Mutual Fund Overlap Analysis
BVPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BVPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, BVPIX may share significant positions with broad-market funds.
BVPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BVPIX tax-loss harvesting finds highly correlated but non-identical funds.