ANJAX Mutual Fund

NAV$8.97

AUM$39M

TER0.82%

Holdings103

See how much of ANJAX you already own

Just $25 once·$69/mo·Download sample

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ANJAX Mutual Fund

NAV$8.97

AB Municipal Income Fund II - New Jersey Portfolio Class A

AUM$39M

TER0.82%

Holdings103

See how much of ANJAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

ANJAX Mutual Fund Overlap Analysis

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

ANJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, ANJAX may share significant positions with broad-market funds.

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