BAIAX Mutual Fund
BAIAX Mutual Fund
NAV$9.41
AUM$2M
TER0.79%
Holdings121
See how much of BAIAX you already own
BAIAX Mutual Fund
NAV$9.41
Brown Advisory Intermediate Income Fund Adv Shares
AUM$2M
TER0.79%
Holdings121
See how much of BAIAX you already own
BAIAX Mutual Fund Overlap Analysis
BAIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BAIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, BAIAX may share significant positions with broad-market funds.
BAIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BAIAX tax-loss harvesting finds highly correlated but non-identical funds.