BSCAX Mutual Fund
BSCAX Mutual Fund
NAV$23.82
AUM$75M
TER1.16%
Holdings48
See how much of BSCAX you already own
BSCAX Mutual Fund
NAV$23.82
Brandes Small Cap Value Fund Class A
AUM$75M
TER1.16%
Holdings48
See how much of BSCAX you already own
BSCAX Mutual Fund Overlap Analysis
BSCAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BSCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, BSCAX may share significant positions with broad-market funds.
BSCAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BSCAX tax-loss harvesting finds highly correlated but non-identical funds.