BSCRX Mutual Fund
BSCRX Mutual Fund
NAV$22.71
AUM$29M
TER0.73%
Holdings48
See how much of BSCRX you already own
BSCRX Mutual Fund
NAV$22.71
Brandes Small Cap Value Fund Class R6
AUM$29M
TER0.73%
Holdings48
See how much of BSCRX you already own
BSCRX Mutual Fund Overlap Analysis
BSCRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BSCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, BSCRX may share significant positions with broad-market funds.
BSCRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BSCRX tax-loss harvesting finds highly correlated but non-identical funds.