JCASX Mutual Fund

NAV$13.46

AUM$830,309.21

TER1.11%

Holdings15

See how much of JCASX you already own

Just $25 once·$99/mo·Download sample

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JCASX Mutual Fund

NAV$13.46

Janus Henderson Global Allocation Fund Conservative Class S

AUM$830,309.21

TER1.11%

Holdings15

See how much of JCASX you already own

Just $25 once·$99/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 JCASX 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 JCASX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JCASX Mutual Fund Overlap Analysis

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

JCASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, JCASX may share significant positions with broad-market funds.

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