BMSFX Mutual Fund

NAV$17.85

AUM$118M

TER0.84%

Holdings150

BMSFX Mutual Fund

NAV$17.85

MFS Blended Research Mid Cap Equity Fund Class A

AUM$118M

TER0.84%

Holdings150

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Holdings Overlap Analysis

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

BMSFX Mutual Fund Overlap Analysis

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

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

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