BSFIX Mutual Fund
NAV$30.16
AUM$2.4B
TER1.06%
Holdings53
BSFIX Mutual Fund
NAV$30.16
Baron Small Cap Fund Inst Shs
AUM$2.4B
TER1.06%
Holdings53

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