MMRDX Mutual Fund Analysis & Holdings | MarketXLS

MMRDX Mutual Fund

NAV$15.59

AUM$78M

TER1.07%

Holdings35

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MMRDX Mutual Fund

NAV$15.59

NYLI Moderate Allocation Fund Investor Class

AUM$78M

TER1.07%

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

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Discover Portfolio Overlap

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

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.