BSGSX Mutual Fund Analysis & Holdings | MarketXLS

BSGSX Mutual Fund

NAV$16.82

AUM$99,363.25

TER1.10%

Holdings61

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BSGSX Mutual Fund

NAV$16.82

Baird Small/Mid Cap Growth Fund Investor Class

AUM$99,363.25

TER1.10%

Holdings61

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BSGSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BSGSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BSGSX Mutual Fund Overlap Analysis

BSGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BSGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, BSGSX may share significant positions with broad-market funds.

BSGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BSGSX tax-loss harvesting finds highly correlated but non-identical funds.