BAIAX Mutual Fund

NAV$9.43

AUM$2M

TER0.79%

Holdings121

BAIAX Mutual Fund

NAV$9.43

Brown Advisory Intermediate Income Fund Adv Shares

AUM$2M

TER0.79%

Holdings121

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Holdings Overlap Analysis

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

BAIAX Mutual Fund Overlap Analysis

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

BAIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, BAIAX may share significant positions with broad-market funds.

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