MMFJX Mutual Fund
MMFJX Mutual Fund
NAV$15.55
AUM$41M
TER0.50%
Holdings14
MMFJX Mutual Fund
NAV$15.55
MassMutual Select T. Rowe Price Retirement 2015 Fund Class M5
AUM$41M
TER0.50%
Holdings14
MMFJX Mutual Fund Overlap Analysis
MMFJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMFJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, MMFJX may share significant positions with broad-market funds.
MMFJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMFJX tax-loss harvesting finds highly correlated but non-identical funds.