ABRJX Mutual Fund
ABRJX Mutual Fund
NAV$9.33
AUM$894,665.06
TER2.75%
Holdings3
See how much of ABRJX you already own
ABRJX Mutual Fund
NAV$9.33
ABR 50/50 Volatility Fund Investor Class
AUM$894,665.06
TER2.75%
Holdings3
See how much of ABRJX you already own
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.