BRWJX Mutual Fund
BRWJX Mutual Fund
NAV$29.84
AUM$290M
TER0.39%
Holdings75
See how much of BRWJX you already own
BRWJX Mutual Fund
NAV$29.84
MFS Blended Research Growth Equity Fund Class I
AUM$290M
TER0.39%
Holdings75
See how much of BRWJX you already own
BRWJX Mutual Fund Overlap Analysis
BRWJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRWJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, BRWJX may share significant positions with broad-market funds.
BRWJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRWJX tax-loss harvesting finds highly correlated but non-identical funds.