MOJAX Mutual Fund Analysis & Holdings | MarketXLS

MOJAX Mutual Fund

NAV$18.63

AUM$1M

TER2.25%

Holdings52

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MOJAX Mutual Fund

NAV$18.63

DF Tactical Momentum Fund Class A

AUM$1M

TER2.25%

Holdings52

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

MOJAX Mutual Fund Overlap Analysis

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

MOJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, MOJAX may share significant positions with broad-market funds.

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