BRULX Mutual Fund

NAV$18.98

AUM$373,787.34

TER0.64%

Holdings121

BRULX Mutual Fund

NAV$18.98

MFS Blended Research Value Equity Fund Class R3

AUM$373,787.34

TER0.64%

Holdings121

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare BRULX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BRULX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BRULX Mutual Fund Overlap Analysis

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

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

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