BSFIX Mutual Fund
BSFIX Mutual Fund
NAV$32.72
AUM$2.4B
TER1.06%
Holdings53
See how much of BSFIX you already own
BSFIX Mutual Fund
NAV$32.72
Baron Small Cap Fund Inst Shs
AUM$2.4B
TER1.06%
Holdings53
See how much of BSFIX you already own
BSFIX Mutual Fund Overlap Analysis
BSFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BSFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, BSFIX may share significant positions with broad-market funds.
BSFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BSFIX tax-loss harvesting finds highly correlated but non-identical funds.