BDAUX Mutual Fund
BDAUX Mutual Fund
NAV$36.41
TER0.70%
Holdings30
BDAUX Mutual Fund
NAV$36.41
Baron Durable Advantage Fund R6 Shares
TER0.70%
Holdings30
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.