JDMRX Mutual Fund Analysis & Holdings | MarketXLS

JDMRX Mutual Fund

NAV$134.16

AUM$156M

TER1.41%

Holdings107

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JDMRX Mutual Fund

NAV$134.16

Janus Henderson Enterprise Fund Class R

AUM$156M

TER1.41%

Holdings107

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

JDMRX Mutual Fund Overlap Analysis

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

JDMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, JDMRX may share significant positions with broad-market funds.

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