BRUGX Mutual Fund

NAV$18.83

AUM$2M

TER1.39%

Holdings121

BRUGX Mutual Fund

NAV$18.83

MFS Blended Research Value Equity Fund Class C

AUM$2M

TER1.39%

Holdings121

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Holdings Overlap Analysis

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

BRUGX Mutual Fund Overlap Analysis

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

BRUGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, BRUGX may share significant positions with broad-market funds.

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