JFINX Mutual Fund Analysis & Holdings | MarketXLS

JFINX Mutual Fund

NAV$14.36

AUM$1.0B

TER0.85%

Holdings166

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JFINX Mutual Fund

NAV$14.36

Johnson Fixed Income Fund

AUM$1.0B

TER0.85%

Holdings166

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

JFINX Mutual Fund Overlap Analysis

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

JFINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 166 holdings, JFINX may share significant positions with broad-market funds.

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