MJRFX Mutual Fund
MJRFX Mutual Fund
NAV$26.48
AUM$173M
TER0.70%
Holdings92
See how much of MJRFX you already own
MJRFX Mutual Fund
NAV$26.48
BlackRock Mid-Cap Value Fund Class K
AUM$173M
TER0.70%
Holdings92
See how much of MJRFX you already own
MJRFX Mutual Fund Overlap Analysis
MJRFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MJRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, MJRFX may share significant positions with broad-market funds.
MJRFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MJRFX tax-loss harvesting finds highly correlated but non-identical funds.