BRSHX Mutual Fund
BRSHX Mutual Fund
NAV$16.33
AUM$4M
TER1.74%
Holdings191
BRSHX Mutual Fund
NAV$16.33
MFS Blended Research Small Cap Equity Fund Class C
AUM$4M
TER1.74%
Holdings191
BRSHX Mutual Fund Overlap Analysis
BRSHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRSHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, BRSHX may share significant positions with broad-market funds.
BRSHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRSHX tax-loss harvesting finds highly correlated but non-identical funds.