BMSTX Mutual Fund

NAV$17.70

AUM$11M

TER0.84%

Holdings150

BMSTX Mutual Fund

NAV$17.70

MFS Blended Research Mid Cap Equity Fund Class R3

AUM$11M

TER0.84%

Holdings150

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare BMSTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BMSTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BMSTX Mutual Fund Overlap Analysis

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

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

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