MDDRX Mutual Fund
MDDRX Mutual Fund
NAV$9.36
TER1.05%
Holdings222
See how much of MDDRX you already own
MDDRX Mutual Fund
NAV$9.36
MassMutual Diversified Value Fund Class R4
TER1.05%
Holdings222
See how much of MDDRX you already own
MDDRX Mutual Fund Overlap Analysis
MDDRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MDDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 222 holdings, MDDRX may share significant positions with broad-market funds.
MDDRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MDDRX tax-loss harvesting finds highly correlated but non-identical funds.