MSJFX Mutual Fund
MSJFX Mutual Fund
NAV$68.88
TER0.49%
Holdings74
See how much of MSJFX you already own
MSJFX Mutual Fund
NAV$68.88
Invesco Main Street Fund Class R5
TER0.49%
Holdings74
See how much of MSJFX you already own
MSJFX Mutual Fund Overlap Analysis
MSJFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSJFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, MSJFX may share significant positions with broad-market funds.
MSJFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSJFX tax-loss harvesting finds highly correlated but non-identical funds.