BTEEX Mutual Fund

NAV$15.45

TER1.20%

Holdings47

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$99/yr Pro · 7-day refund

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BTEEX Mutual Fund

NAV$15.45

Baron Technology Fund Retail Class

TER1.20%

Holdings47

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

BTEEX Mutual Fund Overlap Analysis

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

BTEEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, BTEEX may share significant positions with broad-market funds.

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