BBMIX Mutual Fund

NAV$11.49

AUM$502M

TER0.84%

Holdings28

BBMIX Mutual Fund

NAV$11.49

BBH Select Series - Mid Cap Fund Institutional Class

AUM$502M

TER0.84%

Holdings28

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Holdings Overlap Analysis

Compare BBMIX 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 BBMIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BBMIX Mutual Fund Overlap Analysis

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

BBMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, BBMIX may share significant positions with broad-market funds.

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