ABRJX Mutual Fund
ABRJX Mutual Fund
NAV$9.38
AUM$1M
TER2.75%
Holdings3
ABRJX Mutual Fund
NAV$9.38
ABR 50/50 Volatility Fund Investor Class
AUM$1M
TER2.75%
Holdings3
ABRJX Mutual Fund Overlap Analysis
ABRJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABRJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, ABRJX may share significant positions with broad-market funds.
ABRJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABRJX tax-loss harvesting finds highly correlated but non-identical funds.