BPTIX Mutual Fund

NAV$252.42

TER1.65%

Holdings29

BPTIX Mutual Fund

NAV$252.42

Baron Partners Fund Institutional Class

TER1.65%

Holdings29

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Holdings Overlap Analysis

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

BPTIX Mutual Fund Overlap Analysis

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

BPTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, BPTIX may share significant positions with broad-market funds.

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