MMRAX Mutual Fund Analysis & Holdings | MarketXLS

MMRAX Mutual Fund

NAV$15.52

AUM$713M

TER0.88%

Holdings35

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

MMRAX Mutual Fund

NAV$15.52

NYLI Moderate Allocation Fund Class A

AUM$713M

TER0.88%

Holdings35

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MMRAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MMRAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MMRAX Mutual Fund Overlap Analysis

MMRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MMRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MMRAX may share significant positions with broad-market funds.

MMRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMRAX tax-loss harvesting finds highly correlated but non-identical funds.