MROTX Mutual Fund Analysis & Holdings | MarketXLS

MROTX Mutual Fund

NAV$9.16

AUM$10M

TER1.33%

Holdings23

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

MROTX Mutual Fund

NAV$9.16

MassMutual 60/40 Allocation Fund Class R3

AUM$10M

TER1.33%

Holdings23

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MROTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MROTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MROTX Mutual Fund Overlap Analysis

MROTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MROTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, MROTX may share significant positions with broad-market funds.

MROTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MROTX tax-loss harvesting finds highly correlated but non-identical funds.