MPPIX Mutual Fund
NAV$11.30
AUM$22M
TER0.59%
Holdings92
MPPIX Mutual Fund
NAV$11.30
BNY Mellon Pennsylvania Intermediate Municipal Bond Fund Class M Shares
AUM$22M
TER0.59%
Holdings92
MPPIX Mutual Fund Overlap Analysis
MPPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, MPPIX may share significant positions with broad-market funds.
MPPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPPIX tax-loss harvesting finds highly correlated but non-identical funds.