BSVSX Mutual Fund

NAV$15.45

AUM$3,518.28

TER1.50%

Holdings38

See how much of BSVSX you already own

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BSVSX Mutual Fund

NAV$15.45

Baird Equity Opportunity Fund investor Class

AUM$3,518.28

TER1.50%

Holdings38

See how much of BSVSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare BSVSX 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 BSVSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BSVSX Mutual Fund Overlap Analysis

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

BSVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, BSVSX may share significant positions with broad-market funds.

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