BWVAX Mutual Fund Analysis & Holdings | MarketXLS

BWVAX Mutual Fund

NAV$9.44

AUM$18M

TER0.86%

Holdings44

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BWVAX Mutual Fund

NAV$9.44

Sterling Capital West Virginia Intermediate Tax-Free Fund Class A

AUM$18M

TER0.86%

Holdings44

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

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Discover Portfolio Overlap

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

BWVAX Mutual Fund Overlap Analysis

BWVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BWVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, BWVAX may share significant positions with broad-market funds.

BWVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BWVAX tax-loss harvesting finds highly correlated but non-identical funds.