JABCX Mutual Fund

NAV$49.17

AUM$1.8B

TER1.63%

Holdings776

JABCX Mutual Fund

NAV$49.17

Janus Henderson Balanced Fund Class C

AUM$1.8B

TER1.63%

Holdings776

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

JABCX Mutual Fund Overlap Analysis

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

JABCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 776 holdings, JABCX may share significant positions with broad-market funds.

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