MOTMX Mutual Fund Holdings Overlap Calculator | MarketXLS

MOTMX Mutual Fund

NAV$24.92

AUM$1.9B

TER0.75%

Holdings727

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MOTMX Mutual Fund

NAV$24.92

BNY Mellon Municipal Opportunities Fund Class M Shares

AUM$1.9B

TER0.75%

Holdings727

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

MOTMX Mutual Fund Overlap Analysis

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

MOTMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 727 holdings, MOTMX may share significant positions with broad-market funds.

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