BRSUX Mutual Fund
BRSUX Mutual Fund
NAV$17.56
AUM$24M
TER0.74%
Holdings191
See how much of BRSUX you already own
BRSUX Mutual Fund
NAV$17.56
MFS Blended Research Small Cap Equity Fund Class R4
AUM$24M
TER0.74%
Holdings191
See how much of BRSUX you already own
BRSUX Mutual Fund Overlap Analysis
BRSUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRSUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, BRSUX may share significant positions with broad-market funds.
BRSUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRSUX tax-loss harvesting finds highly correlated but non-identical funds.