BAHAX Mutual Fund

NAV$17.84

AUM$9M

TER1.45%

Holdings68

BAHAX Mutual Fund

NAV$17.84

Brown Advisory - WMC Strategic European Equity Fund Advisor Shares

AUM$9M

TER1.45%

Holdings68

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Holdings Overlap Analysis

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

BAHAX Mutual Fund Overlap Analysis

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

BAHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, BAHAX may share significant positions with broad-market funds.

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