MMNVX Mutual Fund
MMNVX Mutual Fund
NAV$12.83
TER0.92%
Holdings524
MMNVX Mutual Fund
NAV$12.83
Massmutual Balanced Fund Class Y
TER0.92%
Holdings524
MMNVX Mutual Fund Overlap Analysis
MMNVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMNVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 524 holdings, MMNVX may share significant positions with broad-market funds.
MMNVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMNVX tax-loss harvesting finds highly correlated but non-identical funds.