MXJUX Mutual Fund
NAV$11.03
TER0.46%
Holdings18
MXJUX Mutual Fund
NAV$11.03
Empower Moderately Conservative Profile Fund Institutional Class
TER0.46%
Holdings18
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MXJUX Mutual Fund Overlap Analysis
MXJUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXJUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, MXJUX may share significant positions with broad-market funds.
MXJUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXJUX tax-loss harvesting finds highly correlated but non-identical funds.