TXRIX Mutual Fund

NAV$9.24

AUM$428M

TER0.45%

Holdings364

See how much of TXRIX you already own

Just $25 once·$99/mo·Download sample

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TXRIX Mutual Fund

NAV$9.24

JPMorgan Tax Aware Real Return Fund Class I

AUM$428M

TER0.45%

Holdings364

See how much of TXRIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare TXRIX 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 TXRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TXRIX Mutual Fund Overlap Analysis

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

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

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