SENJX Mutual Fund
SENJX Mutual Fund
NAV$10.00
AUM$92M
TER0.81%
Holdings83
SENJX Mutual Fund
NAV$10.00
STET New Jersey Municipal Bond Fund Class F
AUM$92M
TER0.81%
Holdings83
SENJX Mutual Fund Overlap Analysis
SENJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SENJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, SENJX may share significant positions with broad-market funds.
SENJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SENJX tax-loss harvesting finds highly correlated but non-identical funds.