BRKIX Mutual Fund Analysis & Holdings | MarketXLS

BRKIX Mutual Fund

NAV$22.46

AUM$105M

TER0.60%

Holdings148

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BRKIX Mutual Fund

NAV$22.46

MFS Blended Research Emerging Markets Equity Fund Class I

AUM$105M

TER0.60%

Holdings148

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

BRKIX Mutual Fund Overlap Analysis

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

BRKIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 148 holdings, BRKIX may share significant positions with broad-market funds.

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