EMREX Mutual Fund Analysis & Holdings | MarketXLS

EMREX Mutual Fund

NAV$25.42

AUM$362M

TER0.45%

Holdings340

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EMREX Mutual Fund

NAV$25.42

JPMorgan Emerging Markets Research Enhanced Equity Fund Class Institutional

AUM$362M

TER0.45%

Holdings340

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare EMREX 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 EMREX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EMREX Mutual Fund Overlap Analysis

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

EMREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 340 holdings, EMREX may share significant positions with broad-market funds.

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