MARMX Mutual Fund
MARMX Mutual Fund
NAV$12.08
AUM$206M
TER0.53%
Holdings7
See how much of MARMX you already own
MARMX Mutual Fund
NAV$12.08
MoA Retirement Income Fund
AUM$206M
TER0.53%
Holdings7
See how much of MARMX you already own
MARMX Mutual Fund Overlap Analysis
MARMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MARMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, MARMX may share significant positions with broad-market funds.
MARMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MARMX tax-loss harvesting finds highly correlated but non-identical funds.