MMTWX Mutual Fund
MMTWX Mutual Fund
NAV$13.78
AUM$286M
TER0.37%
Holdings14
MMTWX Mutual Fund
NAV$13.78
MassMutual Select T. Rowe Price Retirement 2020 Fund Class I
AUM$286M
TER0.37%
Holdings14
MMTWX Mutual Fund Overlap Analysis
MMTWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMTWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, MMTWX may share significant positions with broad-market funds.
MMTWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMTWX tax-loss harvesting finds highly correlated but non-identical funds.