MMBDX Mutual Fund Analysis & Holdings | MarketXLS

MMBDX Mutual Fund

NAV$8.77

TER1.32%

Holdings524

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MMBDX Mutual Fund

NAV$8.77

MassMutual Balanced Fund Class A

TER1.32%

Holdings524

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MMBDX Mutual Fund Overlap Analysis

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

MMBDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 524 holdings, MMBDX may share significant positions with broad-market funds.

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