BAFAX Mutual Fund Analysis & Holdings | MarketXLS

BAFAX Mutual Fund

NAV$46.97

AUM$7M

TER0.92%

Holdings45

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BAFAX Mutual Fund

NAV$46.97

Brown Advisory Flexible Equity Fund Advisor Shs

AUM$7M

TER0.92%

Holdings45

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BAFAX Mutual Fund Overlap Analysis

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

BAFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, BAFAX may share significant positions with broad-market funds.

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