MXCJX Mutual Fund
MXCJX Mutual Fund
NAV$8.29
TER0.23%
Holdings7
MXCJX Mutual Fund
NAV$8.29
Empower SecureFoundation Balanced Fund Institutional Class
TER0.23%
Holdings7
MXCJX Mutual Fund Overlap Analysis
MXCJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXCJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, MXCJX may share significant positions with broad-market funds.
MXCJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXCJX tax-loss harvesting finds highly correlated but non-identical funds.