JAGCX Mutual Fund Analysis & Holdings | MarketXLS

JAGCX Mutual Fund

NAV$63.70

AUM$70M

TER1.76%

Holdings50

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JAGCX Mutual Fund

NAV$63.70

Janus Henderson Global Technology and Innovation Fund Class C

AUM$70M

TER1.76%

Holdings50

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JAGCX Mutual Fund Overlap Analysis

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

JAGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, JAGCX may share significant positions with broad-market funds.

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