JDCAX Mutual Fund Analysis & Holdings | MarketXLS

JDCAX Mutual Fund

NAV$60.05

AUM$286M

TER0.88%

Holdings34

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JDCAX Mutual Fund

NAV$60.05

Janus Henderson Forty Fund Class A

AUM$286M

TER0.88%

Holdings34

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

JDCAX Mutual Fund Overlap Analysis

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

JDCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, JDCAX may share significant positions with broad-market funds.

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