BSMAX Mutual Fund

NAV$22.24

AUM$131M

TER0.37%

Holdings2,429

BSMAX Mutual Fund

NAV$22.24

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

AUM$131M

TER0.37%

Holdings2,429

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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 2429 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.