BRSSX Mutual Fund
BRSSX Mutual Fund
NAV$17.22
AUM$3M
TER1.24%
Holdings191
See how much of BRSSX you already own
BRSSX Mutual Fund
NAV$17.22
MFS Blended Research Small Cap Equity Fund Class R2
AUM$3M
TER1.24%
Holdings191
See how much of BRSSX you already own
BRSSX Mutual Fund Overlap Analysis
BRSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, BRSSX may share significant positions with broad-market funds.
BRSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRSSX tax-loss harvesting finds highly correlated but non-identical funds.