MRJIX Mutual Fund Analysis & Holdings | MarketXLS

MRJIX Mutual Fund

NAV$10.94

AUM$10M

TER0.80%

Holdings221

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MRJIX Mutual Fund

NAV$10.94

MSIF Multi-Asset Real Return Portfolio - Class I

AUM$10M

TER0.80%

Holdings221

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

MRJIX Mutual Fund Overlap Analysis

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

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

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