BMSLX Mutual Fund
BMSLX Mutual Fund
NAV$17.71
AUM$1.7B
TER0.59%
Holdings150
See how much of BMSLX you already own
BMSLX Mutual Fund
NAV$17.71
MFS Blended Research Mid Cap Equity Fund Class I
AUM$1.7B
TER0.59%
Holdings150
See how much of BMSLX you already own
BMSLX Mutual Fund Overlap Analysis
BMSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BMSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, BMSLX may share significant positions with broad-market funds.
BMSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BMSLX tax-loss harvesting finds highly correlated but non-identical funds.