IORJX Mutual Fund Analysis & Holdings | MarketXLS

IORJX Mutual Fund

NAV$8.84

AUM$10,027.64

TER0.77%

Holdings144

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IORJX Mutual Fund

NAV$8.84

Invesco New Jersey Municipal Fund Class R6

AUM$10,027.64

TER0.77%

Holdings144

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

IORJX Mutual Fund Overlap Analysis

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

IORJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 144 holdings, IORJX may share significant positions with broad-market funds.

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