JCASX Mutual Fund

NAV$13.29

AUM$830,309.21

TER1.11%

Holdings15

JCASX Mutual Fund

NAV$13.29

Janus Henderson Global Allocation Fund Conservative Class S

AUM$830,309.21

TER1.11%

Holdings15

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Holdings Overlap Analysis

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

JCASX Mutual Fund Overlap Analysis

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

JCASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, JCASX may share significant positions with broad-market funds.

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