BMBIX Mutual Fund

NAV$10.98

AUM$1.0B

TER0.30%

Holdings693

BMBIX Mutual Fund

NAV$10.98

Baird Quality Intermediate Municipal Bond Fund Institutional Class

AUM$1.0B

TER0.30%

Holdings693

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Holdings Overlap Analysis

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

BMBIX Mutual Fund Overlap Analysis

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

BMBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 693 holdings, BMBIX may share significant positions with broad-market funds.

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