BRSIX Mutual Fund
BRSIX Mutual Fund
NAV$16.14
TER0.75%
Holdings551
BRSIX Mutual Fund
NAV$16.14
Bridgeway Ultra- Small Company Market Fund
TER0.75%
Holdings551
BRSIX Mutual Fund Overlap Analysis
BRSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 551 holdings, BRSIX may share significant positions with broad-market funds.
BRSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRSIX tax-loss harvesting finds highly correlated but non-identical funds.