MMPCX Mutual Fund
NAV$23.17
AUM$20M
TER1.98%
Holdings65
MMPCX Mutual Fund
NAV$23.17
NYLI WMC Value Fund Class C
AUM$20M
TER1.98%
Holdings65
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MMPCX Mutual Fund Overlap Analysis
MMPCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MMPCX may share significant positions with broad-market funds.
MMPCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMPCX tax-loss harvesting finds highly correlated but non-identical funds.