MURJX Mutual Fund
NAV$16.06
AUM$1.1B
TER0.40%
Holdings11
MURJX Mutual Fund
NAV$16.06
MoA Clear Passage 2035 Fund
AUM$1.1B
TER0.40%
Holdings11
MURJX Mutual Fund Overlap Analysis
MURJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MURJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, MURJX may share significant positions with broad-market funds.
MURJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MURJX tax-loss harvesting finds highly correlated but non-identical funds.