BRUMX Mutual Fund Analysis & Holdings | MarketXLS

BRUMX Mutual Fund

NAV$19.53

AUM$172,501.36

TER0.39%

Holdings121

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BRUMX Mutual Fund

NAV$19.53

MFS Blended Research Value Equity Fund Class R4

AUM$172,501.36

TER0.39%

Holdings121

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BRUMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BRUMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BRUMX Mutual Fund Overlap Analysis

BRUMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BRUMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, BRUMX may share significant positions with broad-market funds.

BRUMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRUMX tax-loss harvesting finds highly correlated but non-identical funds.