BAFGX Mutual Fund Analysis & Holdings | MarketXLS

BAFGX Mutual Fund

NAV$10.81

AUM$122M

TER0.71%

Holdings31

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BAFGX Mutual Fund

NAV$10.81

Brown Advisory Growth Equity Fund Institutional Class

AUM$122M

TER0.71%

Holdings31

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

BAFGX Mutual Fund Overlap Analysis

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

BAFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, BAFGX may share significant positions with broad-market funds.

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