ONJAX Mutual Fund
ONJAX Mutual Fund
NAV$8.84
AUM$158M
TER1.09%
Holdings144
ONJAX Mutual Fund
NAV$8.84
Invesco New Jersey Municipal Fund Class A
AUM$158M
TER1.09%
Holdings144
ONJAX Mutual Fund Overlap Analysis
ONJAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ONJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 144 holdings, ONJAX may share significant positions with broad-market funds.
ONJAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ONJAX tax-loss harvesting finds highly correlated but non-identical funds.