TRJIX Mutual Fund
TRJIX Mutual Fund
NAV$11.35
AUM$31M
TER0.43%
Holdings227
TRJIX Mutual Fund
NAV$11.35
New Jersey Tax-Free Bond Fund Class I
AUM$31M
TER0.43%
Holdings227
TRJIX Mutual Fund Overlap Analysis
TRJIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 227 holdings, TRJIX may share significant positions with broad-market funds.
TRJIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRJIX tax-loss harvesting finds highly correlated but non-identical funds.