BRCRX Mutual Fund Analysis & Holdings | MarketXLS

BRCRX Mutual Fund

NAV$8.28

TER1.74%

Holdings36

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BRCRX Mutual Fund

NAV$8.28

Invesco Balanced-Risk Commodity Strategy Fund Class R

TER1.74%

Holdings36

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

BRCRX Mutual Fund Overlap Analysis

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

BRCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, BRCRX may share significant positions with broad-market funds.

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