JDPNX Mutual Fund Analysis & Holdings | MarketXLS

JDPNX Mutual Fund

NAV$17.16

AUM$627M

TER0.81%

Holdings78

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JDPNX Mutual Fund

NAV$17.16

Janus Henderson Mid Cap Value Fund Class N

AUM$627M

TER0.81%

Holdings78

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

JDPNX Mutual Fund Overlap Analysis

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

JDPNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, JDPNX may share significant positions with broad-market funds.

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