BIAVX Mutual Fund
BIAVX Mutual Fund
NAV$17.11
AUM$15M
TER0.70%
Holdings31
See how much of BIAVX you already own
BIAVX Mutual Fund
NAV$17.11
Brown Advisory - Beutel Goodman Large-Cap Value Fund Investor Class
AUM$15M
TER0.70%
Holdings31
See how much of BIAVX you already own
BIAVX Mutual Fund Overlap Analysis
BIAVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BIAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, BIAVX may share significant positions with broad-market funds.
BIAVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BIAVX tax-loss harvesting finds highly correlated but non-identical funds.