MMBUX Mutual Fund Analysis & Holdings | MarketXLS

MMBUX Mutual Fund

NAV$10.75

AUM$775M

TER0.03%

Holdings651

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MMBUX Mutual Fund

NAV$10.75

MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I

AUM$775M

TER0.03%

Holdings651

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

MMBUX Mutual Fund Overlap Analysis

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

MMBUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 651 holdings, MMBUX may share significant positions with broad-market funds.

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