BRUNX Mutual Fund

NAV$19.26

AUM$211M

TER0.34%

Holdings121

BRUNX Mutual Fund

NAV$19.26

MFS Blended Research Value Equity Fund Class R6

AUM$211M

TER0.34%

Holdings121

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

BRUNX Mutual Fund Overlap Analysis

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

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

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