BBHSX Mutual Fund
BBHSX Mutual Fund
NAV$7.48
AUM$19M
TER0.92%
Holdings20
See how much of BBHSX you already own
BBHSX Mutual Fund
NAV$7.48
BBH Partner Fund - Small Cap Equity Class I
AUM$19M
TER0.92%
Holdings20
See how much of BBHSX you already own
BBHSX Mutual Fund Overlap Analysis
BBHSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BBHSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, BBHSX may share significant positions with broad-market funds.
BBHSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BBHSX tax-loss harvesting finds highly correlated but non-identical funds.