BAUUX Mutual Fund
BAUUX Mutual Fund
NAV$32.12
AUM$707M
TER0.96%
Holdings63
See how much of BAUUX you already own
BAUUX Mutual Fund
NAV$32.12
Brown Advisory Small-Cap Fundamental Value Fund Institutional Class
AUM$707M
TER0.96%
Holdings63
See how much of BAUUX you already own
BAUUX Mutual Fund Overlap Analysis
BAUUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BAUUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, BAUUX may share significant positions with broad-market funds.
BAUUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BAUUX tax-loss harvesting finds highly correlated but non-identical funds.