JAVTX Mutual Fund Holdings Overlap Calculator | MarketXLS

JAVTX Mutual Fund

NAV$99.93

TER0.92%

Holdings164

See what you own twice

Check JAVTX against your other funds. Free for up to 5.

Check my overlap

JAVTX Mutual Fund

NAV$99.93

Janus Henderson Venture Fund Class T

TER0.92%

Holdings164

See what you own twice

Check JAVTX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

Compare JAVTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JAVTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JAVTX Mutual Fund Overlap Analysis

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

JAVTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 164 holdings, JAVTX may share significant positions with broad-market funds.

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