BEMRX Mutual Fund

NAV$14.99

AUM$50M

TER0.97%

Holdings64

BEMRX Mutual Fund

NAV$14.99

Brandes Emerging Markets Value Fund Class R6

AUM$50M

TER0.97%

Holdings64

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Holdings Overlap Analysis

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

BEMRX Mutual Fund Overlap Analysis

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

BEMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, BEMRX may share significant positions with broad-market funds.

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