TXRRX Mutual Fund Analysis & Holdings | MarketXLS

TXRRX Mutual Fund

NAV$9.35

AUM$97M

TER0.35%

Holdings364

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TXRRX Mutual Fund

NAV$9.35

JPMorgan Tax Aware Real Return Fund Class R6

AUM$97M

TER0.35%

Holdings364

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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.