BAFMX Mutual Fund

NAV$9.92

AUM$4M

TER0.83%

Holdings63

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BAFMX Mutual Fund

NAV$9.92

Brown Advisory Mid-Cap Growth Fund Institutional Class

AUM$4M

TER0.83%

Holdings63

See inside every fund you own

$99/yr 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 BAFMX 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 BAFMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BAFMX Mutual Fund Overlap Analysis

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

BAFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, BAFMX may share significant positions with broad-market funds.

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