BGRUX Mutual Fund Analysis & Holdings | MarketXLS

BGRUX Mutual Fund

NAV$65.44

TER1.34%

Holdings17

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BGRUX Mutual Fund

NAV$65.44

Baron Generational Growth Fund R6 Shares

TER1.34%

Holdings17

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BGRUX 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 BGRUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BGRUX Mutual Fund Overlap Analysis

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

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

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