BRMIX Mutual Fund Analysis & Holdings | MarketXLS

BRMIX Mutual Fund

NAV$18.14

AUM$280M

TER0.10%

Holdings812

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BRMIX Mutual Fund

NAV$18.14

iShares Russell Mid-Cap Index Fund Institutional Class

AUM$280M

TER0.10%

Holdings812

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

BRMIX Mutual Fund Overlap Analysis

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

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

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