BSMKX Mutual Fund
BSMKX Mutual Fund
NAV$21.33
AUM$1.1B
TER0.07%
Holdings2,401
See how much of BSMKX you already own
BSMKX Mutual Fund
NAV$21.33
iShares Russell Small/Mid-Cap Index Fund Class K
AUM$1.1B
TER0.07%
Holdings2,401
See how much of BSMKX you already own
BSMKX Mutual Fund Overlap Analysis
BSMKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BSMKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2401 holdings, BSMKX may share significant positions with broad-market funds.
BSMKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BSMKX tax-loss harvesting finds highly correlated but non-identical funds.