MOJCX Mutual Fund
MOJCX Mutual Fund
NAV$16.85
AUM$1M
TER3.00%
Holdings52
MOJCX Mutual Fund
NAV$16.85
DF Tactical Momentum Fund Class C
AUM$1M
TER3.00%
Holdings52
MOJCX Mutual Fund Overlap Analysis
MOJCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MOJCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, MOJCX may share significant positions with broad-market funds.
MOJCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOJCX tax-loss harvesting finds highly correlated but non-identical funds.