BRUSX Mutual Fund
BRUSX Mutual Fund
NAV$36.04
AUM$72M
TER1.21%
Holdings221
See how much of BRUSX you already own
BRUSX Mutual Fund
NAV$36.04
Bridgeway Fund Ultra-Small Company
AUM$72M
TER1.21%
Holdings221
See how much of BRUSX you already own
BRUSX Mutual Fund Overlap Analysis
BRUSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 221 holdings, BRUSX may share significant positions with broad-market funds.
BRUSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRUSX tax-loss harvesting finds highly correlated but non-identical funds.