BAFWX Mutual Fund Analysis & Holdings | MarketXLS

BAFWX Mutual Fund

NAV$51.92

AUM$2.7B

TER0.60%

Holdings34

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BAFWX Mutual Fund

NAV$51.92

Brown Advisory Sustainable Growth Fund Institutional Class

AUM$2.7B

TER0.60%

Holdings34

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

BAFWX Mutual Fund Overlap Analysis

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

BAFWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, BAFWX may share significant positions with broad-market funds.

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