MMPDX Mutual Fund
MMPDX Mutual Fund
NAV$39.27
AUM$235M
TER0.70%
Holdings65
See how much of MMPDX you already own
MMPDX Mutual Fund
NAV$39.27
NYLI WMC Value Fund Class R6
AUM$235M
TER0.70%
Holdings65
See how much of MMPDX you already own
MMPDX Mutual Fund Overlap Analysis
MMPDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMPDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MMPDX may share significant positions with broad-market funds.
MMPDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMPDX tax-loss harvesting finds highly correlated but non-identical funds.