BFIIX Mutual Fund
BFIIX Mutual Fund
NAV$17.77
TER0.95%
Holdings45
See how much of BFIIX you already own
BFIIX Mutual Fund
NAV$17.77
Baron FinTech Fund Class Institutional
TER0.95%
Holdings45
See how much of BFIIX you already own
BFIIX Mutual Fund Overlap Analysis
BFIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BFIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, BFIIX may share significant positions with broad-market funds.
BFIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFIIX tax-loss harvesting finds highly correlated but non-identical funds.