BDFFX Mutual Fund
NAV$35.25
AUM$150M
TER1.33%
Holdings55
BDFFX Mutual Fund
NAV$35.25
Baron Discovery Fund Retail Class
AUM$150M
TER1.33%
Holdings55

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BDFFX Mutual Fund Overlap Analysis
BDFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BDFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, BDFFX may share significant positions with broad-market funds.
BDFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BDFFX tax-loss harvesting finds highly correlated but non-identical funds.