MRJAX Mutual Fund

NAV$10.90

AUM$20,034.03

TER1.15%

Holdings221

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Just $25 once·$99/mo·Download sample

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MRJAX Mutual Fund

NAV$10.90

MSIF Multi-Asset Real Return Portfolio - Class A

AUM$20,034.03

TER1.15%

Holdings221

See how much of MRJAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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.