BRUJX Mutual Fund
BRUJX Mutual Fund
NAV$19.36
AUM$166,054.94
TER1.39%
Holdings121
See how much of BRUJX you already own
BRUJX Mutual Fund
NAV$19.36
MFS Blended Research Value Equity Fund Class R1
AUM$166,054.94
TER1.39%
Holdings121
See how much of BRUJX you already own
BRUJX Mutual Fund Overlap Analysis
BRUJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRUJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, BRUJX may share significant positions with broad-market funds.
BRUJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRUJX tax-loss harvesting finds highly correlated but non-identical funds.