BRWRX Mutual Fund

NAV$26.76

AUM$965,455.96

TER1.39%

Holdings75

BRWRX Mutual Fund

NAV$26.76

MFS Blended Research Growth Equity Fund Class R1

AUM$965,455.96

TER1.39%

Holdings75

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Holdings Overlap Analysis

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

BRWRX Mutual Fund Overlap Analysis

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

BRWRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, BRWRX may share significant positions with broad-market funds.

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