BMSBX Mutual Fund

NAV$17.21

AUM$160,166.38

TER1.59%

Holdings150

BMSBX Mutual Fund

NAV$17.21

MFS Blended Research Mid Cap Equity Fund Class B

AUM$160,166.38

TER1.59%

Holdings150

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Holdings Overlap Analysis

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

BMSBX Mutual Fund Overlap Analysis

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

BMSBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, BMSBX may share significant positions with broad-market funds.

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