BSCUX Mutual Fund
BSCUX Mutual Fund
NAV$32.00
TER1.06%
Holdings53
See how much of BSCUX you already own
BSCUX Mutual Fund
NAV$32.00
Baron Small Cap Fund R6 Shares
TER1.06%
Holdings53
See how much of BSCUX you already own
BSCUX Mutual Fund Overlap Analysis
BSCUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BSCUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, BSCUX may share significant positions with broad-market funds.
BSCUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BSCUX tax-loss harvesting finds highly correlated but non-identical funds.