BARAX Mutual Fund

NAV$92.20

AUM$2.3B

TER1.31%

Holdings52

See how much of BARAX you already own

Just $25 once·$99/mo·Download sample

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BARAX Mutual Fund

NAV$92.20

Baron Asset Fund Retail Class

AUM$2.3B

TER1.31%

Holdings52

See how much of BARAX 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 BARAX 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 BARAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BARAX Mutual Fund Overlap Analysis

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

BARAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, BARAX may share significant positions with broad-market funds.

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