MMRSX Mutual Fund Analysis & Holdings | MarketXLS

MMRSX Mutual Fund

NAV$15.53

AUM$11M

TER1.13%

Holdings35

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MMRSX Mutual Fund

NAV$15.53

NYLI Moderate Allocation Fund Simple Class

AUM$11M

TER1.13%

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 MMRSX 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 MMRSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MMRSX Mutual Fund Overlap Analysis

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

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

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