MRSJX Mutual Fund

NAV$28.67

Holdings Overlap Analysis

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

🔍

Discover Portfolio Overlap

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

MRSJX Mutual Fund Overlap Analysis

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

MRSJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, MRSJX may share significant positions with broad-market funds.

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