BUSIX Mutual Fund

NAV$25.01

AUM$21M

TER0.44%

Holdings133

BUSIX Mutual Fund

NAV$25.01

Sterling Capital Ultra Short Bond Fund Institutional Class

AUM$21M

TER0.44%

Holdings133

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Holdings Overlap Analysis

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

BUSIX Mutual Fund Overlap Analysis

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

BUSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, BUSIX may share significant positions with broad-market funds.

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