BRSSX Mutual Fund

NAV$16.61

AUM$2M

TER1.24%

Holdings191

BRSSX Mutual Fund

NAV$16.61

MFS Blended Research Small Cap Equity Fund Class R2

AUM$2M

TER1.24%

Holdings191

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Holdings Overlap Analysis

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

BRSSX Mutual Fund Overlap Analysis

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

BRSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, BRSSX may share significant positions with broad-market funds.

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