BEQAX Mutual Fund

NAV$40.00

AUM$49M

TER0.90%

Holdings179

BEQAX Mutual Fund

NAV$40.00

American Century Disciplined Core Equity Fund Class A

AUM$49M

TER0.90%

Holdings179

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

BEQAX Mutual Fund Overlap Analysis

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

BEQAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 179 holdings, BEQAX may share significant positions with broad-market funds.

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