MMSRX Mutual Fund Analysis & Holdings | MarketXLS

MMSRX Mutual Fund

NAV$6.96

AUM$8M

TER1.57%

Holdings124

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MMSRX Mutual Fund

NAV$6.96

Victory Mid-Cap Core Growth Fund Class R

AUM$8M

TER1.57%

Holdings124

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

MMSRX Mutual Fund Overlap Analysis

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

MMSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, MMSRX may share significant positions with broad-market funds.

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