MMFHX Mutual Fund
MMFHX Mutual Fund
NAV$14.04
AUM$68M
TER0.35%
Holdings14
MMFHX Mutual Fund
NAV$14.04
MassMutual Select T. Rowe Price Retirement 2015 Fund Class I
AUM$68M
TER0.35%
Holdings14
MMFHX Mutual Fund Overlap Analysis
MMFHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMFHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, MMFHX may share significant positions with broad-market funds.
MMFHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMFHX tax-loss harvesting finds highly correlated but non-identical funds.