JDNAX Mutual Fund Analysis & Holdings | MarketXLS

JDNAX Mutual Fund

NAV$82.01

AUM$75M

TER0.98%

Holdings69

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JDNAX Mutual Fund

NAV$82.01

Janus Henderson Growth and Income Fund Class A

AUM$75M

TER0.98%

Holdings69

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

JDNAX Mutual Fund Overlap Analysis

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

JDNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, JDNAX may share significant positions with broad-market funds.

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