BRIEX Mutual Fund Analysis & Holdings | MarketXLS

BRIEX Mutual Fund

NAV$94.24

AUM$5M

TER0.75%

Holdings3

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BRIEX Mutual Fund

NAV$94.24

BlackRock Retirement Income 2040 Fund Institutional

AUM$5M

TER0.75%

Holdings3

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

BRIEX Mutual Fund Overlap Analysis

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

BRIEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, BRIEX may share significant positions with broad-market funds.

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