ONJCX Mutual Fund
ONJCX Mutual Fund
NAV$8.84
AUM$70M
TER1.74%
Holdings144
ONJCX Mutual Fund
NAV$8.84
Invesco New Jersey Municipal Fund Class C
AUM$70M
TER1.74%
Holdings144
ONJCX Mutual Fund Overlap Analysis
ONJCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ONJCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 144 holdings, ONJCX may share significant positions with broad-market funds.
ONJCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ONJCX tax-loss harvesting finds highly correlated but non-identical funds.