BCSFX Mutual Fund

NAV$22.70

AUM$561M

TER1.06%

Holdings37

BCSFX Mutual Fund

NAV$22.70

Brown Capital Management International Small Company Fund Institutional Shares

AUM$561M

TER1.06%

Holdings37

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Holdings Overlap Analysis

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

BCSFX Mutual Fund Overlap Analysis

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

BCSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, BCSFX may share significant positions with broad-market funds.

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