MMSVX Mutual Fund
NAV$20.53
AUM$8M
TER1.14%
Holdings9
MMSVX Mutual Fund
NAV$20.53
MassMutual Select T. Rowe Price Retirement 2060 Fund Class M3
AUM$8M
TER1.14%
Holdings9
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MMSVX Mutual Fund Overlap Analysis
MMSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, MMSVX may share significant positions with broad-market funds.
MMSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMSVX tax-loss harvesting finds highly correlated but non-identical funds.