BCSIX Mutual Fund
NAV$21.61
AUM$110M
TER1.32%
Holdings46
BCSIX Mutual Fund
NAV$21.61
Brown Capital Management Small Company Fund Investor Class
AUM$110M
TER1.32%
Holdings46

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BCSIX Mutual Fund Overlap Analysis
BCSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BCSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, BCSIX may share significant positions with broad-market funds.
BCSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BCSIX tax-loss harvesting finds highly correlated but non-identical funds.