TXRCX Mutual Fund

NAV$9.29

AUM$5M

TER1.20%

Holdings364

TXRCX Mutual Fund

NAV$9.29

JPMorgan Tax Aware Real Return Fund Class C

AUM$5M

TER1.20%

Holdings364

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

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.