BDFUX Mutual Fund
NAV$35.91
TER1.05%
Holdings55
BDFUX Mutual Fund
NAV$35.91
Baron Discovery Fund R6 Shs
TER1.05%
Holdings55

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