BAUAX Mutual Fund Analysis & Holdings | MarketXLS

BAUAX Mutual Fund

NAV$32.34

AUM$2M

TER1.36%

Holdings63

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BAUAX Mutual Fund

NAV$32.34

Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs

AUM$2M

TER1.36%

Holdings63

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 BAUAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BAUAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BAUAX Mutual Fund Overlap Analysis

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

BAUAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, BAUAX may share significant positions with broad-market funds.

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