BIAUX Mutual Fund
BIAUX Mutual Fund
NAV$31.93
AUM$552M
TER1.11%
Holdings63
See how much of BIAUX you already own
BIAUX Mutual Fund
NAV$31.93
Brown Advisory Small-Cap Fundamental Value Fund Investor Shs
AUM$552M
TER1.11%
Holdings63
See how much of BIAUX you already own
BIAUX Mutual Fund Overlap Analysis
BIAUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BIAUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, BIAUX may share significant positions with broad-market funds.
BIAUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BIAUX tax-loss harvesting finds highly correlated but non-identical funds.