BSGIX Mutual Fund
BSGIX Mutual Fund
NAV$17.12
AUM$73M
TER0.85%
Holdings61
See how much of BSGIX you already own
BSGIX Mutual Fund
NAV$17.12
Baird Small/Mid Cap Growth Fund Institutional Class
AUM$73M
TER0.85%
Holdings61
See how much of BSGIX you already own
BSGIX Mutual Fund Overlap Analysis
BSGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BSGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, BSGIX may share significant positions with broad-market funds.
BSGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BSGIX tax-loss harvesting finds highly correlated but non-identical funds.