BREUX Mutual Fund
BREUX Mutual Fund
NAV$41.11
TER1.05%
Holdings39
See how much of BREUX you already own
BREUX Mutual Fund
NAV$41.11
Baron Real Estate Fund R6 Shares
TER1.05%
Holdings39
See how much of BREUX you already own
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.