BRKBX Mutual Fund
BRKBX Mutual Fund
NAV$22.52
AUM$429,436.7
TER1.60%
Holdings148
See how much of BRKBX you already own
BRKBX Mutual Fund
NAV$22.52
MFS Blended Research Emerging Markets Equity Fund Class B
AUM$429,436.7
TER1.60%
Holdings148
See how much of BRKBX you already own
BRKBX Mutual Fund Overlap Analysis
BRKBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRKBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 148 holdings, BRKBX may share significant positions with broad-market funds.
BRKBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRKBX tax-loss harvesting finds highly correlated but non-identical funds.