BBTSX Mutual Fund

NAV$15.40

TER0.42%

Holdings955

BBTSX Mutual Fund

NAV$15.40

Bridge Builder Tax Managed Small/Mid Cap Fund

TER0.42%

Holdings955

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Holdings Overlap Analysis

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

BBTSX Mutual Fund Overlap Analysis

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

BBTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 955 holdings, BBTSX may share significant positions with broad-market funds.

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