MMDFX Mutual Fund Analysis & Holdings | MarketXLS

MMDFX Mutual Fund

NAV$18.34

AUM$255M

TER0.63%

Holdings9

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MMDFX Mutual Fund

NAV$18.34

MassMutual Select T. Rowe Price Retirement 2050 Fund Class M5

AUM$255M

TER0.63%

Holdings9

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

MMDFX Mutual Fund Overlap Analysis

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

MMDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, MMDFX may share significant positions with broad-market funds.

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