TXRRX Mutual Fund
TXRRX Mutual Fund
NAV$9.23
AUM$97M
TER0.35%
Holdings364
See how much of TXRRX you already own
TXRRX Mutual Fund
NAV$9.23
JPMorgan Tax Aware Real Return Fund Class R6
AUM$97M
TER0.35%
Holdings364
See how much of TXRRX you already own
TXRRX Mutual Fund Overlap Analysis
TXRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TXRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 364 holdings, TXRRX may share significant positions with broad-market funds.
TXRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TXRRX tax-loss harvesting finds highly correlated but non-identical funds.