MMDHX Mutual Fund
MMDHX Mutual Fund
NAV$18.24
AUM$50M
TER1.13%
Holdings9
MMDHX Mutual Fund
NAV$18.24
MassMutual Select T. Rowe Price Retirement 2050 Fund Class M3
AUM$50M
TER1.13%
Holdings9
MMDHX Mutual Fund Overlap Analysis
MMDHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMDHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, MMDHX may share significant positions with broad-market funds.
MMDHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMDHX tax-loss harvesting finds highly correlated but non-identical funds.