BIAVX Mutual Fund

NAV$16.13

AUM$14M

TER0.70%

Holdings31

BIAVX Mutual Fund

NAV$16.13

Brown Advisory - Beutel Goodman Large-Cap Value Fund Investor Class

AUM$14M

TER0.70%

Holdings31

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Holdings Overlap Analysis

Compare BIAVX 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 BIAVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BIAVX Mutual Fund Overlap Analysis

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

BIAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, BIAVX may share significant positions with broad-market funds.

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