BAGAX Mutual Fund Analysis & Holdings | MarketXLS

BAGAX Mutual Fund

NAV$8.33

AUM$6M

TER1.11%

Holdings31

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BAGAX Mutual Fund

NAV$8.33

Brown Advisory Growth Equity Fund Advisor Class

AUM$6M

TER1.11%

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

BAGAX Mutual Fund Overlap Analysis

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

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

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