MMRCX Mutual Fund
MMRCX Mutual Fund
NAV$15.29
AUM$12M
TER1.82%
Holdings35
MMRCX Mutual Fund
NAV$15.29
NYLI Moderate Allocation Fund Class C
AUM$12M
TER1.82%
Holdings35
MMRCX Mutual Fund Overlap Analysis
MMRCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MMRCX may share significant positions with broad-market funds.
MMRCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMRCX tax-loss harvesting finds highly correlated but non-identical funds.