BRMPX Mutual Fund

NAV$14.19

AUM$20M

TER0.84%

Holdings24

See how much of BRMPX you already own

Just $25 once·$99/mo·Download sample

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BRMPX Mutual Fund

NAV$14.19

BlackRock 40/60 Target Allocation Fund Class R

AUM$20M

TER0.84%

Holdings24

See how much of BRMPX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BRMPX Mutual Fund Overlap Analysis

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

BRMPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, BRMPX may share significant positions with broad-market funds.

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