BRSDX Mutual Fund
BRSDX Mutual Fund
NAV$17.37
AUM$42M
TER0.99%
Holdings191
BRSDX Mutual Fund
NAV$17.37
MFS Blended Research Small Cap Equity Fund Class A
AUM$42M
TER0.99%
Holdings191
BRSDX Mutual Fund Overlap Analysis
BRSDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, BRSDX may share significant positions with broad-market funds.
BRSDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRSDX tax-loss harvesting finds highly correlated but non-identical funds.