BRUHX Mutual Fund

NAV$19.05

AUM$72M

TER0.39%

Holdings121

BRUHX Mutual Fund

NAV$19.05

MFS Blended Research Value Equity Fund Class I

AUM$72M

TER0.39%

Holdings121

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Holdings Overlap Analysis

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

BRUHX Mutual Fund Overlap Analysis

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

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

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