BEMAX Mutual Fund

NAV$14.24

AUM$253M

TER1.32%

Holdings64

BEMAX Mutual Fund

NAV$14.24

Brandes Emerging Markets Value Fund- Class A

AUM$253M

TER1.32%

Holdings64

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Holdings Overlap Analysis

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

BEMAX Mutual Fund Overlap Analysis

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

BEMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, BEMAX may share significant positions with broad-market funds.

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