BRWSX Mutual Fund

NAV$27.37

AUM$800,318.49

TER0.89%

Holdings75

BRWSX Mutual Fund

NAV$27.37

MFS Blended Research Growth Equity Fund Class R2

AUM$800,318.49

TER0.89%

Holdings75

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Holdings Overlap Analysis

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

BRWSX Mutual Fund Overlap Analysis

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

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

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