BSCMX Mutual Fund
BSCMX Mutual Fund
NAV$24.51
AUM$630M
TER0.91%
Holdings48
See how much of BSCMX you already own
BSCMX Mutual Fund
NAV$24.51
Brandes Small Cap Value Fund Class I
AUM$630M
TER0.91%
Holdings48
See how much of BSCMX you already own
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.