BMDIX Mutual Fund

NAV$20.82

AUM$567M

TER0.81%

Holdings50

BMDIX Mutual Fund

NAV$20.82

Baird Mid Cap Growth Fund Institutional Class

AUM$567M

TER0.81%

Holdings50

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

BMDIX Mutual Fund Overlap Analysis

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

BMDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, BMDIX may share significant positions with broad-market funds.

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