MURQX Mutual Fund
MURQX Mutual Fund
NAV$16.56
TER0.49%
Holdings11
MURQX Mutual Fund
NAV$16.56
MoA Clear Passage 2065 Fund
TER0.49%
Holdings11
MURQX Mutual Fund Overlap Analysis
MURQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MURQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, MURQX may share significant positions with broad-market funds.
MURQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MURQX tax-loss harvesting finds highly correlated but non-identical funds.