MRMZX Mutual Fund
MRMZX Mutual Fund
NAV$9.52
AUM$37M
TER1.04%
Holdings23
See how much of MRMZX you already own
MRMZX Mutual Fund
NAV$9.52
MassMutual 40/60 Allocation Fund Class R4
AUM$37M
TER1.04%
Holdings23
See how much of MRMZX you already own
MRMZX Mutual Fund Overlap Analysis
MRMZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRMZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, MRMZX may share significant positions with broad-market funds.
MRMZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRMZX tax-loss harvesting finds highly correlated but non-identical funds.