BRSJX Mutual Fund
NAV$16.97
AUM$124M
TER0.74%
Holdings191
BRSJX Mutual Fund
NAV$16.97
MFS Blended Research Small Cap Equity Fund Class I
AUM$124M
TER0.74%
Holdings191

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BRSJX Mutual Fund Overlap Analysis
BRSJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRSJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, BRSJX may share significant positions with broad-market funds.
BRSJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRSJX tax-loss harvesting finds highly correlated but non-identical funds.