BCMSX Mutual Fund

NAV$12.58

AUM$7M

TER1.15%

Holdings41

BCMSX Mutual Fund

NAV$12.58

Brown Capital Management Mid Company Fund Investor Class

AUM$7M

TER1.15%

Holdings41

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Holdings Overlap Analysis

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

BCMSX Mutual Fund Overlap Analysis

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

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

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