BSVIX Mutual Fund
BSVIX Mutual Fund
NAV$15.39
AUM$79M
TER1.25%
Holdings38
See how much of BSVIX you already own
BSVIX Mutual Fund
NAV$15.39
Baird Equity Opportunity FundInsti Class
AUM$79M
TER1.25%
Holdings38
See how much of BSVIX you already own
BSVIX Mutual Fund Overlap Analysis
BSVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BSVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, BSVIX may share significant positions with broad-market funds.
BSVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BSVIX tax-loss harvesting finds highly correlated but non-identical funds.