BDAFX Mutual Fund
BDAFX Mutual Fund
NAV$35.09
TER0.95%
Holdings30
See how much of BDAFX you already own
BDAFX Mutual Fund
NAV$35.09
Baron Durable Advantage Fund Retail Class
TER0.95%
Holdings30
See how much of BDAFX you already own
BDAFX Mutual Fund Overlap Analysis
BDAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BDAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, BDAFX may share significant positions with broad-market funds.
BDAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BDAFX tax-loss harvesting finds highly correlated but non-identical funds.