BASVX Mutual Fund
BASVX Mutual Fund
NAV$16.43
AUM$192M
TER0.71%
Holdings43
See how much of BASVX you already own
BASVX Mutual Fund
NAV$16.43
Brown Advisory Sustainable Value Fund Class Institutional
AUM$192M
TER0.71%
Holdings43
See how much of BASVX you already own
BASVX Mutual Fund Overlap Analysis
BASVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BASVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, BASVX may share significant positions with broad-market funds.
BASVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BASVX tax-loss harvesting finds highly correlated but non-identical funds.