BRSJX Mutual Fund
BRSJX Mutual Fund
NAV$17.61
AUM$128M
TER0.74%
Holdings191
See how much of BRSJX you already own
BRSJX Mutual Fund
NAV$17.61
MFS Blended Research Small Cap Equity Fund Class I
AUM$128M
TER0.74%
Holdings191
See how much of BRSJX you already own
BRSJX Mutual Fund Overlap Analysis
BRSJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRSJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, BRSJX may share significant positions with broad-market funds.
BRSJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRSJX tax-loss harvesting finds highly correlated but non-identical funds.