MMBWX Mutual Fund Analysis & Holdings | MarketXLS

MMBWX Mutual Fund

NAV$15.36

AUM$136M

TER0.49%

Holdings14

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

MMBWX Mutual Fund

NAV$15.36

MassMutual Select T. Rowe Price Retirement Balanced Fund Class M5

AUM$136M

TER0.49%

Holdings14

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 MMBWX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MMBWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MMBWX Mutual Fund Overlap Analysis

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

MMBWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, MMBWX may share significant positions with broad-market funds.

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