BTMIX Mutual Fund

NAV$10.05

AUM$2.3B

TER0.30%

Holdings1,765

BTMIX Mutual Fund

NAV$10.05

Baird Short-Term Municipal Bond Fund Institutional Class

AUM$2.3B

TER0.30%

Holdings1,765

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Holdings Overlap Analysis

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

BTMIX Mutual Fund Overlap Analysis

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

BTMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1765 holdings, BTMIX may share significant positions with broad-market funds.

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