JATAX Mutual Fund

NAV$80.83

AUM$167M

TER1.00%

Holdings50

See how much of JATAX you already own

Just $25 once·$69/mo·Download sample

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JATAX Mutual Fund

NAV$80.83

Janus Henderson Global Technology and Innovation Fund Class A

AUM$167M

TER1.00%

Holdings50

See how much of JATAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

JATAX Mutual Fund Overlap Analysis

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

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

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