BRUHX Mutual Fund
BRUHX Mutual Fund
NAV$19.61
AUM$81M
TER0.39%
Holdings121
See how much of BRUHX you already own
BRUHX Mutual Fund
NAV$19.61
MFS Blended Research Value Equity Fund Class I
AUM$81M
TER0.39%
Holdings121
See how much of BRUHX you already own
BRUHX Mutual Fund Overlap Analysis
BRUHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRUHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, BRUHX may share significant positions with broad-market funds.
BRUHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRUHX tax-loss harvesting finds highly correlated but non-identical funds.