BDAUX Mutual Fund
BDAUX Mutual Fund
NAV$35.72
TER0.70%
Holdings30
See how much of BDAUX you already own
BDAUX Mutual Fund
NAV$35.72
Baron Durable Advantage Fund R6 Shares
TER0.70%
Holdings30
See how much of BDAUX you already own
BDAUX Mutual Fund Overlap Analysis
BDAUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BDAUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, BDAUX may share significant positions with broad-market funds.
BDAUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BDAUX tax-loss harvesting finds highly correlated but non-identical funds.