JARSX Mutual Fund
NAV$16.87
AUM$2M
TER0.95%
Holdings40
JARSX Mutual Fund
NAV$16.87
Easterly Global Real Estate Fund Class R6
AUM$2M
TER0.95%
Holdings40

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JARSX Mutual Fund Overlap Analysis
JARSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JARSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, JARSX may share significant positions with broad-market funds.
JARSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JARSX tax-loss harvesting finds highly correlated but non-identical funds.