MROSX Mutual Fund
MROSX Mutual Fund
NAV$9.09
AUM$6M
TER0.69%
Holdings23
See how much of MROSX you already own
MROSX Mutual Fund
NAV$9.09
MassMutual 40/60 Allocation Fund Class R5
AUM$6M
TER0.69%
Holdings23
See how much of MROSX you already own
MROSX Mutual Fund Overlap Analysis
MROSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MROSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, MROSX may share significant positions with broad-market funds.
MROSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MROSX tax-loss harvesting finds highly correlated but non-identical funds.