BDAIX Mutual Fund

NAV$36.41

TER0.70%

Holdings30

BDAIX Mutual Fund

NAV$36.41

Baron Durable Advantage Fund Institutional Shares

TER0.70%

Holdings30

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Holdings Overlap Analysis

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

BDAIX Mutual Fund Overlap Analysis

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

BDAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, BDAIX may share significant positions with broad-market funds.

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