JABLX Mutual Fund

NAV$52.57

AUM$432M

TER0.62%

Holdings772

JABLX Mutual Fund

NAV$52.57

Janus Henderson Balanced Portfolio - Institutional Shares

AUM$432M

TER0.62%

Holdings772

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Holdings Overlap Analysis

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

JABLX Mutual Fund Overlap Analysis

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

JABLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 772 holdings, JABLX may share significant positions with broad-market funds.

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