BREUX Mutual Fund
BREUX Mutual Fund
NAV$41.79
TER1.05%
Holdings39
BREUX Mutual Fund
NAV$41.79
Baron Real Estate Fund R6 Shares
TER1.05%
Holdings39
BREUX Mutual Fund Overlap Analysis
BREUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BREUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, BREUX may share significant positions with broad-market funds.
BREUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BREUX tax-loss harvesting finds highly correlated but non-identical funds.