JGMRX Mutual Fund
NAV$25.59
AUM$360M
TER1.41%
Holdings146
JGMRX Mutual Fund
NAV$25.59
Janus Henderson Triton Fund Class R
AUM$360M
TER1.41%
Holdings146
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JGMRX Mutual Fund Overlap Analysis
JGMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JGMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 146 holdings, JGMRX may share significant positions with broad-market funds.
JGMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JGMRX tax-loss harvesting finds highly correlated but non-identical funds.