BAFZX Mutual Fund

NAV$8.97

AUM$265M

TER0.46%

Holdings279

BAFZX Mutual Fund

NAV$8.97

Brown Advisory Mortgage Securities Fund Institutional Class

AUM$265M

TER0.46%

Holdings279

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

BAFZX Mutual Fund Overlap Analysis

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

BAFZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 279 holdings, BAFZX may share significant positions with broad-market funds.

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