BRSHX Mutual Fund
BRSHX Mutual Fund
NAV$15.75
AUM$4M
TER1.74%
Holdings191
See how much of BRSHX you already own
BRSHX Mutual Fund
NAV$15.75
MFS Blended Research Small Cap Equity Fund Class C
AUM$4M
TER1.74%
Holdings191
See how much of BRSHX you already own
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.