JGMAX Mutual Fund

NAV$28.07

AUM$520M

TER1.31%

Holdings146

JGMAX Mutual Fund

NAV$28.07

Janus Henderson Triton Fund Class A

AUM$520M

TER1.31%

Holdings146

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Holdings Overlap Analysis

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

JGMAX Mutual Fund Overlap Analysis

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

JGMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 146 holdings, JGMAX may share significant positions with broad-market funds.

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