JDWAX Mutual Fund Analysis & Holdings | MarketXLS

JDWAX Mutual Fund

NAV$140.23

AUM$19M

TER1.13%

Holdings125

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JDWAX Mutual Fund

NAV$140.23

Janus Henderson Global Research Fund Class A

AUM$19M

TER1.13%

Holdings125

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

JDWAX Mutual Fund Overlap Analysis

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

JDWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 125 holdings, JDWAX may share significant positions with broad-market funds.

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