TXRCX Mutual Fund
TXRCX Mutual Fund
NAV$9.19
AUM$5M
TER1.20%
Holdings364
See how much of TXRCX you already own
TXRCX Mutual Fund
NAV$9.19
JPMorgan Tax Aware Real Return Fund Class C
AUM$5M
TER1.20%
Holdings364
See how much of TXRCX you already own
TXRCX Mutual Fund Overlap Analysis
TXRCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TXRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 364 holdings, TXRCX may share significant positions with broad-market funds.
TXRCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TXRCX tax-loss harvesting finds highly correlated but non-identical funds.