BCAAX Mutual Fund
NAV$10.26
AUM$218M
TER0.83%
Holdings190
BCAAX Mutual Fund
NAV$10.26
BrandywineGLOBAL Corporate Credit Fund Class A
AUM$218M
TER0.83%
Holdings190
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BCAAX Mutual Fund Overlap Analysis
BCAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BCAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 190 holdings, BCAAX may share significant positions with broad-market funds.
BCAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BCAAX tax-loss harvesting finds highly correlated but non-identical funds.