BAISX Mutual Fund

NAV$8.34

AUM$525M

TER0.42%

Holdings188

BAISX Mutual Fund

NAV$8.34

Brown Advisory Sustainable Bond Fund Institutional Class

AUM$525M

TER0.42%

Holdings188

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Holdings Overlap Analysis

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

BAISX Mutual Fund Overlap Analysis

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

BAISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 188 holdings, BAISX may share significant positions with broad-market funds.

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