BMSDX Mutual Fund

NAV$17.53

AUM$9M

TER1.59%

Holdings150

BMSDX Mutual Fund

NAV$17.53

MFS Blended Research Mid Cap Equity Fund Class C

AUM$9M

TER1.59%

Holdings150

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Holdings Overlap Analysis

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

BMSDX Mutual Fund Overlap Analysis

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

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

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