MMPDX Mutual Fund
NAV$38.88
AUM$235M
TER0.70%
Holdings65
MMPDX Mutual Fund
NAV$38.88
NYLI WMC Value Fund Class R6
AUM$235M
TER0.70%
Holdings65
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MMPDX Mutual Fund Overlap Analysis
MMPDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMPDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MMPDX may share significant positions with broad-market funds.
MMPDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMPDX tax-loss harvesting finds highly correlated but non-identical funds.