JEGRX Mutual Fund Analysis & Holdings | MarketXLS

JEGRX Mutual Fund

NAV$20.24

TER1.61%

Holdings55

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JEGRX Mutual Fund

NAV$20.24

Janus Henderson Global Sustainable Equity Fund Class R

TER1.61%

Holdings55

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

JEGRX Mutual Fund Overlap Analysis

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

JEGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, JEGRX may share significant positions with broad-market funds.

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