BDFUX Mutual Fund
BDFUX Mutual Fund
NAV$39.88
TER1.05%
Holdings55
See how much of BDFUX you already own
BDFUX Mutual Fund
NAV$39.88
Baron Discovery Fund R6 Shs
TER1.05%
Holdings55
See how much of BDFUX you already own
BDFUX Mutual Fund Overlap Analysis
BDFUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BDFUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, BDFUX may share significant positions with broad-market funds.
BDFUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BDFUX tax-loss harvesting finds highly correlated but non-identical funds.