JFINX Mutual Fund
JFINX Mutual Fund
NAV$14.36
AUM$1.0B
TER0.85%
Holdings165
See how much of JFINX you already own
JFINX Mutual Fund
NAV$14.36
Johnson Fixed Income Fund
AUM$1.0B
TER0.85%
Holdings165
See how much of JFINX you already own
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 165 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.