MMSMX Mutual Fund
MMSMX Mutual Fund
NAV$15.09
TER0.80%
Holdings375
See how much of MMSMX you already own
MMSMX Mutual Fund
NAV$15.09
Multi-Manager US Small Cap Equity Fund Class P
TER0.80%
Holdings375
See how much of MMSMX you already own
MMSMX Mutual Fund Overlap Analysis
MMSMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 375 holdings, MMSMX may share significant positions with broad-market funds.
MMSMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMSMX tax-loss harvesting finds highly correlated but non-identical funds.