MXCJX Mutual Fund
MXCJX Mutual Fund
NAV$7.90
TER0.23%
Holdings7
See how much of MXCJX you already own
MXCJX Mutual Fund
NAV$7.90
Empower SecureFoundation Balanced Fund Institutional Class
TER0.23%
Holdings7
See how much of MXCJX you already own
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.