RUNFX Mutual Fund
NAV$10.60
AUM$337M
TER0.40%
Holdings413
RUNFX Mutual Fund
NAV$10.60
JPMorgan Tax Free Bond Fund Class R6
AUM$337M
TER0.40%
Holdings413
RUNFX Mutual Fund Overlap Analysis
RUNFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RUNFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 413 holdings, RUNFX may share significant positions with broad-market funds.
RUNFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RUNFX tax-loss harvesting finds highly correlated but non-identical funds.