BRWUX Mutual Fund Analysis & Holdings | MarketXLS

BRWUX Mutual Fund

NAV$30.36

AUM$7M

TER0.39%

Holdings75

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BRWUX Mutual Fund

NAV$30.36

MFS Blended Research Growth Equity Fund Class R4

AUM$7M

TER0.39%

Holdings75

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 BRWUX 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 BRWUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BRWUX Mutual Fund Overlap Analysis

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

BRWUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, BRWUX may share significant positions with broad-market funds.

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