JGQSX Mutual Fund Analysis & Holdings | MarketXLS

JGQSX Mutual Fund

NAV$20.01

AUM$2M

TER1.25%

Holdings32

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JGQSX Mutual Fund

NAV$20.01

Jensen Global Quality Growth Fund Class J

AUM$2M

TER1.25%

Holdings32

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

JGQSX Mutual Fund Overlap Analysis

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

JGQSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, JGQSX may share significant positions with broad-market funds.

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