BEMRX Mutual Fund

NAV$15.36

AUM$53M

TER0.97%

Holdings64

See how much of BEMRX you already own

Just $25 once·$99/mo·Download sample

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BEMRX Mutual Fund

NAV$15.36

Brandes Emerging Markets Value Fund Class R6

AUM$53M

TER0.97%

Holdings64

See how much of BEMRX 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 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.