BRSDX Mutual Fund
BRSDX Mutual Fund
NAV$17.33
AUM$44M
TER0.99%
Holdings191
See how much of BRSDX you already own
BRSDX Mutual Fund
NAV$17.33
MFS Blended Research Small Cap Equity Fund Class A
AUM$44M
TER0.99%
Holdings191
See how much of BRSDX you already own
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.