BSMIX Mutual Fund Analysis & Holdings | MarketXLS

BSMIX Mutual Fund

NAV$22.44

AUM$183M

TER0.12%

Holdings2,429

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BSMIX Mutual Fund

NAV$22.44

iShares Russell Small/Mid-Cap Index Fund Institutional Class

AUM$183M

TER0.12%

Holdings2,429

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare BSMIX 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 BSMIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BSMIX Mutual Fund Overlap Analysis

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

BSMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2429 holdings, BSMIX may share significant positions with broad-market funds.

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