NNJAX Mutual Fund Holdings Overlap Calculator | MarketXLS

NNJAX Mutual Fund

NAV$10.47

TER0.80%

Holdings271

See what you own twice

Check NNJAX against your other funds. Free for up to 5.

Check my overlap

NNJAX Mutual Fund

NAV$10.47

Nuveen New Jersey Municipal Bond Fund Class A

TER0.80%

Holdings271

See what you own twice

Check NNJAX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

Compare NNJAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NNJAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NNJAX Mutual Fund Overlap Analysis

NNJAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

NNJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 271 holdings, NNJAX may share significant positions with broad-market funds.

NNJAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NNJAX tax-loss harvesting finds highly correlated but non-identical funds.