MMTRX Mutual Fund Analysis & Holdings | MarketXLS

MMTRX Mutual Fund

NAV$16.73

AUM$705M

TER0.40%

Holdings14

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MMTRX Mutual Fund

NAV$16.73

MassMutual Select T. Rowe Price Retirement 2030 Fund Class I

AUM$705M

TER0.40%

Holdings14

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

MMTRX Mutual Fund Overlap Analysis

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

MMTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, MMTRX may share significant positions with broad-market funds.

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