MRMTX Mutual Fund
MRMTX Mutual Fund
NAV$9.03
AUM$15M
TER1.29%
Holdings23
See how much of MRMTX you already own
MRMTX Mutual Fund
NAV$9.03
MassMutual 40/60 Allocation Fund Class R3
AUM$15M
TER1.29%
Holdings23
See how much of MRMTX you already own
MRMTX Mutual Fund Overlap Analysis
MRMTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, MRMTX may share significant positions with broad-market funds.
MRMTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRMTX tax-loss harvesting finds highly correlated but non-identical funds.