BSMAX Mutual Fund

NAV$22.05

AUM$137M

TER0.37%

Holdings2,401

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BSMAX Mutual Fund

NAV$22.05

iShares Russell Small/Mid-Cap Index Fund Class Investor A

AUM$137M

TER0.37%

Holdings2,401

See how much of BSMAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

BSMAX Mutual Fund Overlap Analysis

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

BSMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2401 holdings, BSMAX may share significant positions with broad-market funds.

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