BDFIX Mutual Fund
BDFIX Mutual Fund
NAV$38.53
AUM$1.5B
TER1.05%
Holdings62
See how much of BDFIX you already own
BDFIX Mutual Fund
NAV$38.53
Baron Discovery Fund Institutional Shares
AUM$1.5B
TER1.05%
Holdings62
See how much of BDFIX you already own
BDFIX Mutual Fund Overlap Analysis
BDFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BDFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, BDFIX may share significant positions with broad-market funds.
BDFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BDFIX tax-loss harvesting finds highly correlated but non-identical funds.