BSGIX Mutual Fund

NAV$16.66

AUM$74M

TER0.85%

Holdings61

BSGIX Mutual Fund

NAV$16.66

Baird Small/Mid Cap Growth Fund Institutional Class

AUM$74M

TER0.85%

Holdings61

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Holdings Overlap Analysis

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

BSGIX Mutual Fund Overlap Analysis

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

BSGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, BSGIX may share significant positions with broad-market funds.

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