MSJIX Mutual Fund
MSJIX Mutual Fund
NAV$22.90
AUM$3M
TER1.00%
Holdings36
See how much of MSJIX you already own
MSJIX Mutual Fund
NAV$22.90
Global Endurance Portfolio - Class I
AUM$3M
TER1.00%
Holdings36
See how much of MSJIX you already own
MSJIX Mutual Fund Overlap Analysis
MSJIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, MSJIX may share significant positions with broad-market funds.
MSJIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSJIX tax-loss harvesting finds highly correlated but non-identical funds.