JDBAX Mutual Fund

NAV$49.18

TER0.89%

Holdings776

JDBAX Mutual Fund

NAV$49.18

Janus Henderson Balanced Fund Class A

TER0.89%

Holdings776

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JDBAX Mutual Fund Overlap Analysis

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

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

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