MRJAX Mutual Fund Holdings Overlap Calculator | MarketXLS

MRJAX Mutual Fund

NAV$10.90

AUM$20,034.03

TER1.15%

Holdings221

See what you own twice

Check MRJAX against your other funds. Free for up to 5.

Check my overlap

MRJAX Mutual Fund

NAV$10.90

MSIF Multi-Asset Real Return Portfolio - Class A

AUM$20,034.03

TER1.15%

Holdings221

See what you own twice

Check MRJAX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

MRJAX Mutual Fund Overlap Analysis

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

MRJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 221 holdings, MRJAX may share significant positions with broad-market funds.

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