BAGSX Mutual Fund

NAV$10.13

AUM$733M

TER0.55%

Holdings2,026

See how much of BAGSX you already own

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BAGSX Mutual Fund

NAV$10.13

Baird Aggregate Bond Fund Investor Class

AUM$733M

TER0.55%

Holdings2,026

See how much of BAGSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

BAGSX Mutual Fund Overlap Analysis

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

BAGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2026 holdings, BAGSX may share significant positions with broad-market funds.

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