BIOIX Mutual Fund
NAV$62.56
TER1.05%
Holdings50
BIOIX Mutual Fund
NAV$62.56
Baron Opportunity Fund Inst Shs
TER1.05%
Holdings50
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BIOIX Mutual Fund Overlap Analysis
BIOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BIOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, BIOIX may share significant positions with broad-market funds.
BIOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BIOIX tax-loss harvesting finds highly correlated but non-identical funds.