MMRSX Mutual Fund
MMRSX Mutual Fund
NAV$15.30
AUM$11M
TER1.13%
Holdings35
See how much of MMRSX you already own
MMRSX Mutual Fund
NAV$15.30
NYLIM Moderate Allocation Fund Simple Class
AUM$11M
TER1.13%
Holdings35
See how much of MMRSX you already own
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.