MMFDX Mutual Fund
MMFDX Mutual Fund
NAV$14.08
AUM$6M
TER0.49%
Holdings14
MMFDX Mutual Fund
NAV$14.08
MassMutual Select T. Rowe Price Retirement 2005 Fund Class M5
AUM$6M
TER0.49%
Holdings14
MMFDX Mutual Fund Overlap Analysis
MMFDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMFDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, MMFDX may share significant positions with broad-market funds.
MMFDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMFDX tax-loss harvesting finds highly correlated but non-identical funds.