BALCX Mutual Fund

NAV$40.03

AUM$49M

TER1.30%

Holdings3,945

BALCX Mutual Fund

NAV$40.03

American Balanced Fund Class C

AUM$49M

TER1.30%

Holdings3,945

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Holdings Overlap Analysis

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

BALCX Mutual Fund Overlap Analysis

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

BALCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, BALCX may share significant positions with broad-market funds.

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