MMRBX Mutual Fund
MMRBX Mutual Fund
NAV$13.45
AUM$2M
TER1.78%
Holdings35
See how much of MMRBX you already own
MMRBX Mutual Fund
NAV$13.45
NYLI Moderate Allocation Fund Class B
AUM$2M
TER1.78%
Holdings35
See how much of MMRBX you already own
MMRBX Mutual Fund Overlap Analysis
MMRBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMRBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MMRBX may share significant positions with broad-market funds.
MMRBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMRBX tax-loss harvesting finds highly correlated but non-identical funds.