BHCFX Mutual Fund
BHCFX Mutual Fund
NAV$22.67
TER1.10%
Holdings41
See how much of BHCFX you already own
BHCFX Mutual Fund
NAV$22.67
Baron Health Care Fund Retail Class
TER1.10%
Holdings41
See how much of BHCFX you already own
BHCFX Mutual Fund Overlap Analysis
BHCFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BHCFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, BHCFX may share significant positions with broad-market funds.
BHCFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BHCFX tax-loss harvesting finds highly correlated but non-identical funds.