JHYIX Mutual Fund Holdings Overlap Calculator | MarketXLS

JHYIX Mutual Fund

NAV$6.76

AUM$29M

TER0.71%

Holdings200

See what you own twice

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

Check my overlap

JHYIX Mutual Fund

NAV$6.76

Abrdn High Income Opportunities Fund Class I

AUM$29M

TER0.71%

Holdings200

See what you own twice

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

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JHYIX Mutual Fund Overlap Analysis

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

JHYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 200 holdings, JHYIX may share significant positions with broad-market funds.

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