BMSYX Mutual Fund

NAV$17.87

AUM$1.4B

TER0.52%

Holdings150

BMSYX Mutual Fund

NAV$17.87

MFS Blended Research Mid Cap Equity Fund Class R6

AUM$1.4B

TER0.52%

Holdings150

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BMSYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BMSYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BMSYX Mutual Fund Overlap Analysis

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

BMSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, BMSYX may share significant positions with broad-market funds.

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