RTJXX Mutual Fund
RTJXX Mutual Fund
NAV$1.00
AUM$530M
TER0.67%
Holdings554
RTJXX Mutual Fund
NAV$1.00
JPMorgan Tax Free Money Market Fund Reserve Class
AUM$530M
TER0.67%
Holdings554
RTJXX Mutual Fund Overlap Analysis
RTJXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RTJXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 554 holdings, RTJXX may share significant positions with broad-market funds.
RTJXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RTJXX tax-loss harvesting finds highly correlated but non-identical funds.