JGLTX Mutual Fund Analysis & Holdings | MarketXLS

JGLTX Mutual Fund

NAV$27.18

AUM$31M

TER0.73%

Holdings50

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JGLTX Mutual Fund

NAV$27.18

Janus Henderson Global Technology and Innovation Portfolio Institutional Shares

AUM$31M

TER0.73%

Holdings50

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

JGLTX Mutual Fund Overlap Analysis

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

JGLTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, JGLTX may share significant positions with broad-market funds.

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