LNJIX Mutual Fund
LNJIX Mutual Fund
NAV$11.53
AUM$61M
TER0.55%
Holdings85
See how much of LNJIX you already own
LNJIX Mutual Fund
NAV$11.53
Western Asset New Jersey Municipals Fund Class I
AUM$61M
TER0.55%
Holdings85
See how much of LNJIX you already own
LNJIX Mutual Fund Overlap Analysis
LNJIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LNJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, LNJIX may share significant positions with broad-market funds.
LNJIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LNJIX tax-loss harvesting finds highly correlated but non-identical funds.