JDFAX Mutual Fund Analysis & Holdings | MarketXLS

JDFAX Mutual Fund

NAV$9.14

AUM$124M

TER0.83%

Holdings624

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JDFAX Mutual Fund

NAV$9.14

Janus Henderson Flexible Bond Fund Class A

AUM$124M

TER0.83%

Holdings624

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

JDFAX Mutual Fund Overlap Analysis

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

JDFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, JDFAX may share significant positions with broad-market funds.

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