BTECX Mutual Fund
BTECX Mutual Fund
NAV$15.63
TER0.95%
Holdings47
See how much of BTECX you already own
BTECX Mutual Fund
NAV$15.63
Baron Technology Fund Class Institutional
TER0.95%
Holdings47
See how much of BTECX you already own
BTECX Mutual Fund Overlap Analysis
BTECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BTECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, BTECX may share significant positions with broad-market funds.
BTECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BTECX tax-loss harvesting finds highly correlated but non-identical funds.