BSCFX Mutual Fund
NAV$27.32
TER1.32%
Holdings53
BSCFX Mutual Fund
NAV$27.32
Baron Small Cap Fund Retail Class
TER1.32%
Holdings53

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BSCFX Mutual Fund Overlap Analysis
BSCFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BSCFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, BSCFX may share significant positions with broad-market funds.
BSCFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BSCFX tax-loss harvesting finds highly correlated but non-identical funds.