JFRDX Mutual Fund
JFRDX Mutual Fund
NAV$56.55
AUM$7.9B
TER0.67%
Holdings34
See how much of JFRDX you already own
JFRDX Mutual Fund
NAV$56.55
Janus Henderson Forty Fund Class D
AUM$7.9B
TER0.67%
Holdings34
See how much of JFRDX you already own
JFRDX Mutual Fund Overlap Analysis
JFRDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JFRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, JFRDX may share significant positions with broad-market funds.
JFRDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JFRDX tax-loss harvesting finds highly correlated but non-identical funds.