BWVCX Mutual Fund

NAV$9.13

AUM$1,833.86

TER1.61%

Holdings45

See how much of BWVCX you already own

Just $25 once·$99/mo·Download sample

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BWVCX Mutual Fund

NAV$9.13

Sterling Capital West Virginia Intermediate Tax-Free Fund Class C

AUM$1,833.86

TER1.61%

Holdings45

See how much of BWVCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BWVCX 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 BWVCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BWVCX Mutual Fund Overlap Analysis

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

BWVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, BWVCX may share significant positions with broad-market funds.

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