BRMPX Mutual Fund
BRMPX Mutual Fund
NAV$14.48
AUM$20M
TER0.84%
Holdings24
BRMPX Mutual Fund
NAV$14.48
BlackRock 40/60 Target Allocation Fund Class R
AUM$20M
TER0.84%
Holdings24
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.