MMSMX Mutual Fund
MMSMX Mutual Fund
NAV$15.09
TER0.80%
Holdings375
MMSMX Mutual Fund
NAV$15.09
Multi-Manager US Small Cap Equity Fund Class P
TER0.80%
Holdings375
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.