LONJX Mutual Fund Analysis & Holdings | MarketXLS

LONJX Mutual Fund

NAV$4.70

TER0.59%

Holdings200

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LONJX Mutual Fund

NAV$4.70

Lord Abbett New Jersey Tax-Free Fund class F3

TER0.59%

Holdings200

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

LONJX Mutual Fund Overlap Analysis

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

LONJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 200 holdings, LONJX may share significant positions with broad-market funds.

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