BIAGX Mutual Fund Analysis & Holdings | MarketXLS

BIAGX Mutual Fund

NAV$10.25

AUM$173M

TER0.86%

Holdings31

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BIAGX Mutual Fund

NAV$10.25

Brown Advisory Growth Equity Fund Inverstor Class

AUM$173M

TER0.86%

Holdings31

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

Compare With

🔍

Discover Portfolio Overlap

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

BIAGX Mutual Fund Overlap Analysis

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

BIAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, BIAGX may share significant positions with broad-market funds.

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