BSCMX Mutual Fund

NAV$25.09

AUM$574M

TER0.91%

Holdings48

BSCMX Mutual Fund

NAV$25.09

Brandes Small Cap Value Fund Class I

AUM$574M

TER0.91%

Holdings48

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

BSCMX Mutual Fund Overlap Analysis

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

BSCMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, BSCMX may share significant positions with broad-market funds.

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