TXRAX Mutual Fund

NAV$9.31

AUM$109M

TER0.70%

Holdings364

TXRAX Mutual Fund

NAV$9.31

JPMorgan Tax Aware Real Return Fund Class A

AUM$109M

TER0.70%

Holdings364

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Holdings Overlap Analysis

Compare TXRAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TXRAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TXRAX Mutual Fund Overlap Analysis

TXRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TXRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 364 holdings, TXRAX may share significant positions with broad-market funds.

TXRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TXRAX tax-loss harvesting finds highly correlated but non-identical funds.