JDBRX Mutual Fund

NAV$49.05

AUM$358M

TER1.32%

Holdings776

JDBRX Mutual Fund

NAV$49.05

Janus Henderson Balanced Fund Class R

AUM$358M

TER1.32%

Holdings776

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Holdings Overlap Analysis

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

JDBRX Mutual Fund Overlap Analysis

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

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

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