MMDJX Mutual Fund Holdings Overlap Calculator | MarketXLS

MMDJX Mutual Fund

NAV$19.07

AUM$265M

TER0.46%

Holdings9

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$45/quarter Pro · Cancel anytime

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MMDJX Mutual Fund

NAV$19.07

MassMutual Select T. Rowe Price Retirement 2055 Fund Class I

AUM$265M

TER0.46%

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

MMDJX Mutual Fund Overlap Analysis

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

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

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