BHCUX Mutual Fund
BHCUX Mutual Fund
NAV$23.54
TER0.85%
Holdings41
See how much of BHCUX you already own
BHCUX Mutual Fund
NAV$23.54
Baron Health Care Fund Class R6
TER0.85%
Holdings41
See how much of BHCUX you already own
BHCUX Mutual Fund Overlap Analysis
BHCUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BHCUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, BHCUX may share significant positions with broad-market funds.
BHCUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BHCUX tax-loss harvesting finds highly correlated but non-identical funds.