TXRIX Mutual Fund

NAV$9.34

AUM$424M

TER0.45%

Holdings364

TXRIX Mutual Fund

NAV$9.34

JPMorgan Tax Aware Real Return Fund Class I

AUM$424M

TER0.45%

Holdings364

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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.