BFINX Mutual Fund
BFINX Mutual Fund
NAV$17.51
TER1.20%
Holdings45
See how much of BFINX you already own
BFINX Mutual Fund
NAV$17.51
Baron FinTech Fund Retail Class
TER1.20%
Holdings45
See how much of BFINX you already own
BFINX Mutual Fund Overlap Analysis
BFINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BFINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, BFINX may share significant positions with broad-market funds.
BFINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFINX tax-loss harvesting finds highly correlated but non-identical funds.