BGRIX Mutual Fund

NAV$66.06

AUM$4.2B

TER1.34%

Holdings17

BGRIX Mutual Fund

NAV$66.06

Baron Generational Growth Fund Inst Shs

AUM$4.2B

TER1.34%

Holdings17

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Holdings Overlap Analysis

Compare BGRIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BGRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BGRIX Mutual Fund Overlap Analysis

BGRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BGRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, BGRIX may share significant positions with broad-market funds.

BGRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BGRIX tax-loss harvesting finds highly correlated but non-identical funds.