BRMAX Mutual Fund

NAV$17.84

AUM$196M

TER0.36%

Holdings812

BRMAX Mutual Fund

NAV$17.84

iShares Russell Mid-Cap Index Fund Investor A Class

AUM$196M

TER0.36%

Holdings812

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Holdings Overlap Analysis

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

BRMAX Mutual Fund Overlap Analysis

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

BRMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 812 holdings, BRMAX may share significant positions with broad-market funds.

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