BRIFX Mutual Fund
BRIFX Mutual Fund
NAV$17.91
TER1.05%
Holdings31
See how much of BRIFX you already own
BRIFX Mutual Fund
NAV$17.91
Baron Real Estate Income Fund Retail Class
TER1.05%
Holdings31
See how much of BRIFX you already own
BRIFX Mutual Fund Overlap Analysis
BRIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, BRIFX may share significant positions with broad-market funds.
BRIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRIFX tax-loss harvesting finds highly correlated but non-identical funds.