JVSIX Mutual Fund

NAV$17.14

AUM$7M

TER1.01%

Holdings51

JVSIX Mutual Fund

NAV$17.14

Janus Henderson Small-Mid Cap Value Fund Class I

AUM$7M

TER1.01%

Holdings51

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Holdings Overlap Analysis

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

JVSIX Mutual Fund Overlap Analysis

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

JVSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, JVSIX may share significant positions with broad-market funds.

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