BMSRX Mutual Fund

NAV$17.56

AUM$227,752.89

TER1.59%

Holdings150

BMSRX Mutual Fund

NAV$17.56

MFS Blended Research Mid Cap Equity Fund Class R1

AUM$227,752.89

TER1.59%

Holdings150

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Holdings Overlap Analysis

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

BMSRX Mutual Fund Overlap Analysis

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

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

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