BISVX Mutual Fund

NAV$15.77

AUM$776,777.24

TER0.86%

Holdings43

BISVX Mutual Fund

NAV$15.77

Brown Advisory Sustainable Value Fund Class Investor

AUM$776,777.24

TER0.86%

Holdings43

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Holdings Overlap Analysis

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

BISVX Mutual Fund Overlap Analysis

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

BISVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, BISVX may share significant positions with broad-market funds.

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