MMTGX Mutual Fund
MMTGX Mutual Fund
NAV$15.08
AUM$91M
TER0.54%
Holdings14
MMTGX Mutual Fund
NAV$15.08
MassMutual Select T. Rowe Price Retirement 2025 Fund Class M5
AUM$91M
TER0.54%
Holdings14
MMTGX Mutual Fund Overlap Analysis
MMTGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMTGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, MMTGX may share significant positions with broad-market funds.
MMTGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMTGX tax-loss harvesting finds highly correlated but non-identical funds.