BFIUX Mutual Fund
BFIUX Mutual Fund
NAV$17.77
TER0.95%
Holdings45
See how much of BFIUX you already own
BFIUX Mutual Fund
NAV$17.77
Baron FinTech Fund Class R6
TER0.95%
Holdings45
See how much of BFIUX you already own
BFIUX Mutual Fund Overlap Analysis
BFIUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BFIUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, BFIUX may share significant positions with broad-market funds.
BFIUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFIUX tax-loss harvesting finds highly correlated but non-identical funds.