MMERX Mutual Fund Analysis & Holdings | MarketXLS

MMERX Mutual Fund

NAV$37.20

AUM$438,478.17

TER2.08%

Holdings126

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

MMERX Mutual Fund

NAV$37.20

Victory Integrity Discovery Fund Class R

AUM$438,478.17

TER2.08%

Holdings126

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

MMERX Mutual Fund Overlap Analysis

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

MMERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, MMERX may share significant positions with broad-market funds.

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