BCMIX Mutual Fund

NAV$13.54

AUM$54M

TER0.90%

Holdings41

BCMIX Mutual Fund

NAV$13.54

Brown Capital Management Mid Company Fund Institutional Class

AUM$54M

TER0.90%

Holdings41

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Holdings Overlap Analysis

Compare BCMIX 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 BCMIX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

BCMIX Mutual Fund Overlap Analysis

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

BCMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, BCMIX may share significant positions with broad-market funds.

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