BTMFX Mutual Fund

NAV$25.32

TER0.98%

Holdings75

BTMFX Mutual Fund

NAV$25.32

Boston Trust Midcap Fund

TER0.98%

Holdings75

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Holdings Overlap Analysis

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

BTMFX Mutual Fund Overlap Analysis

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

BTMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, BTMFX may share significant positions with broad-market funds.

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