JNVSX Mutual Fund
NAV$17.39
AUM$15M
TER1.05%
Holdings38
JNVSX Mutual Fund
NAV$17.39
Jensen Quality MidCap Fund J Shares
AUM$15M
TER1.05%
Holdings38

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JNVSX Mutual Fund Overlap Analysis
JNVSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, JNVSX may share significant positions with broad-market funds.
JNVSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNVSX tax-loss harvesting finds highly correlated but non-identical funds.