MMRDX Mutual Fund
MMRDX Mutual Fund
NAV$15.35
AUM$78M
TER1.07%
Holdings35
See how much of MMRDX you already own
MMRDX Mutual Fund
NAV$15.35
NYLIM Moderate Allocation Fund Investor Class
AUM$78M
TER1.07%
Holdings35
See how much of MMRDX you already own
MMRDX Mutual Fund Overlap Analysis
MMRDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MMRDX may share significant positions with broad-market funds.
MMRDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMRDX tax-loss harvesting finds highly correlated but non-identical funds.