MMBLX Mutual Fund
MMBLX Mutual Fund
NAV$12.94
TER1.12%
Holdings524
MMBLX Mutual Fund
NAV$12.94
MassMutual Balanced Fund Administrative Class
TER1.12%
Holdings524
MMBLX Mutual Fund Overlap Analysis
MMBLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 524 holdings, MMBLX may share significant positions with broad-market funds.
MMBLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMBLX tax-loss harvesting finds highly correlated but non-identical funds.