JANBX Mutual Fund
JANBX Mutual Fund
NAV$50.53
AUM$1.8B
TER0.69%
Holdings776
See how much of JANBX you already own
JANBX Mutual Fund
NAV$50.53
Janus Henderson Balanced Fund Class D
AUM$1.8B
TER0.69%
Holdings776
See how much of JANBX you already own
JANBX Mutual Fund Overlap Analysis
JANBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JANBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 776 holdings, JANBX may share significant positions with broad-market funds.
JANBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JANBX tax-loss harvesting finds highly correlated but non-identical funds.