MRJSX Mutual Fund
MRJSX Mutual Fund
NAV$10.90
AUM$10,042.52
TER0.75%
Holdings221
MRJSX Mutual Fund
NAV$10.90
MSIF Multi-Asset Real Return Portfolio - Class R6
AUM$10,042.52
TER0.75%
Holdings221
MRJSX Mutual Fund Overlap Analysis
MRJSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRJSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 221 holdings, MRJSX may share significant positions with broad-market funds.
MRJSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRJSX tax-loss harvesting finds highly correlated but non-identical funds.