BTMSX Mutual Fund

NAV$10.03

AUM$76M

TER0.55%

Holdings1,765

BTMSX Mutual Fund

NAV$10.03

Baird Short-Term Municipal Bond Fund Investor Class

AUM$76M

TER0.55%

Holdings1,765

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Holdings Overlap Analysis

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

BTMSX Mutual Fund Overlap Analysis

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

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

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