MBAYX Mutual Fund
MBAYX Mutual Fund
NAV$13.94
TER1.02%
Holdings524
See how much of MBAYX you already own
MBAYX Mutual Fund
NAV$13.94
MassMutual Balanced Fund Service Class
TER1.02%
Holdings524
See how much of MBAYX you already own
MBAYX Mutual Fund Overlap Analysis
MBAYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MBAYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 524 holdings, MBAYX may share significant positions with broad-market funds.
MBAYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MBAYX tax-loss harvesting finds highly correlated but non-identical funds.