BMSSX Mutual Fund
BMSSX Mutual Fund
NAV$17.68
AUM$806,878.55
TER1.09%
Holdings150
See how much of BMSSX you already own
BMSSX Mutual Fund
NAV$17.68
MFS Blended Research Mid Cap Equity Fund Class R2
AUM$806,878.55
TER1.09%
Holdings150
See how much of BMSSX you already own
BMSSX Mutual Fund Overlap Analysis
BMSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BMSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, BMSSX may share significant positions with broad-market funds.
BMSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BMSSX tax-loss harvesting finds highly correlated but non-identical funds.