BIAYX Mutual Fund Analysis & Holdings | MarketXLS

BIAYX Mutual Fund

NAV$12.74

AUM$9M

TER1.09%

Holdings69

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BIAYX Mutual Fund

NAV$12.74

Brown Advisory Sustainable Small-Cap Core Fund Class Investor

AUM$9M

TER1.09%

Holdings69

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 BIAYX 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 BIAYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BIAYX Mutual Fund Overlap Analysis

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

BIAYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, BIAYX may share significant positions with broad-market funds.

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