BRUJX Mutual Fund

NAV$18.86

AUM$160,846.66

TER1.39%

Holdings121

BRUJX Mutual Fund

NAV$18.86

MFS Blended Research Value Equity Fund Class R1

AUM$160,846.66

TER1.39%

Holdings121

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Holdings Overlap Analysis

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

BRUJX Mutual Fund Overlap Analysis

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

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

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