BVSIX Mutual Fund
BVSIX Mutual Fund
NAV$19.28
AUM$29M
TER0.90%
Holdings52
See how much of BVSIX you already own
BVSIX Mutual Fund
NAV$19.28
Baywood Socially Responsible Fund Institutional Class
AUM$29M
TER0.90%
Holdings52
See how much of BVSIX you already own
BVSIX Mutual Fund Overlap Analysis
BVSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BVSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, BVSIX may share significant positions with broad-market funds.
BVSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BVSIX tax-loss harvesting finds highly correlated but non-identical funds.