BSCRX Mutual Fund
BSCRX Mutual Fund
NAV$23.52
AUM$26M
TER0.73%
Holdings48
BSCRX Mutual Fund
NAV$23.52
Brandes Small Cap Value Fund Class R6
AUM$26M
TER0.73%
Holdings48
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.