MRMTX Mutual Fund
MRMTX Mutual Fund
NAV$9.03
AUM$15M
TER1.29%
Holdings23
MRMTX Mutual Fund
NAV$9.03
MassMutual 40/60 Allocation Fund Class R3
AUM$15M
TER1.29%
Holdings23
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.