BSCUX Mutual Fund
NAV$30.14
TER1.06%
Holdings53
BSCUX Mutual Fund
NAV$30.14
Baron Small Cap Fund R6 Shares
TER1.06%
Holdings53

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