BRKTX Mutual Fund Analysis & Holdings | MarketXLS

BRKTX Mutual Fund

NAV$22.57

AUM$1M

TER0.85%

Holdings148

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BRKTX Mutual Fund

NAV$22.57

MFS Blended Research Emerging Markets Equity Fund Class R3

AUM$1M

TER0.85%

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

BRKTX Mutual Fund Overlap Analysis

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

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

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