BRSBX Mutual Fund
BRSBX Mutual Fund
NAV$16.44
AUM$141,907.09
TER1.74%
Holdings191
BRSBX Mutual Fund
NAV$16.44
MFS Blended Research Small Cap Equity Fund Class B
AUM$141,907.09
TER1.74%
Holdings191
BRSBX Mutual Fund Overlap Analysis
BRSBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRSBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, BRSBX may share significant positions with broad-market funds.
BRSBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRSBX tax-loss harvesting finds highly correlated but non-identical funds.