BRKUX Mutual Fund Analysis & Holdings | MarketXLS

BRKUX Mutual Fund

NAV$22.53

AUM$151,251.88

TER0.60%

Holdings148

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BRKUX Mutual Fund

NAV$22.53

MFS Blended Research Emerging Markets Equity Fund Class R4

AUM$151,251.88

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 BRKUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BRKUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BRKUX Mutual Fund Overlap Analysis

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

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

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