JGRCX Mutual Fund Holdings Overlap Calculator | MarketXLS

JGRCX Mutual Fund

NAV$121.14

TER1.76%

Holdings107

See what you own twice

Check JGRCX against your other funds. Free for up to 5.

Check my overlap

JGRCX Mutual Fund

NAV$121.14

Janus Henderson Enterprise Fund Class C

TER1.76%

Holdings107

See what you own twice

Check JGRCX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

JGRCX Mutual Fund Overlap Analysis

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

JGRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, JGRCX may share significant positions with broad-market funds.

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