BFGFX Mutual Fund
BFGFX Mutual Fund
NAV$62.71
TER1.31%
Holdings30
BFGFX Mutual Fund
NAV$62.71
Baron Focused Growth Fund Retail Class
TER1.31%
Holdings30
BFGFX Mutual Fund Overlap Analysis
BFGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BFGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, BFGFX may share significant positions with broad-market funds.
BFGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFGFX tax-loss harvesting finds highly correlated but non-identical funds.