BMSSX Mutual Fund

NAV$17.88

AUM$773,425.19

TER1.09%

Holdings150

BMSSX Mutual Fund

NAV$17.88

MFS Blended Research Mid Cap Equity Fund Class R2

AUM$773,425.19

TER1.09%

Holdings150

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Holdings Overlap Analysis

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

BMSSX Mutual Fund Overlap Analysis

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

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

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