BAFFX Mutual Fund

NAV$47.43

AUM$419M

TER0.52%

Holdings45

BAFFX Mutual Fund

NAV$47.43

Brown Advisory Flexible Equity Fund Institutional Class

AUM$419M

TER0.52%

Holdings45

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare BAFFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BAFFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BAFFX Mutual Fund Overlap Analysis

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

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

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