JNVIX Mutual Fund
JNVIX Mutual Fund
NAV$17.53
AUM$22M
TER0.82%
Holdings38
JNVIX Mutual Fund
NAV$17.53
Jensen Quality MidCap Fund I Shares
AUM$22M
TER0.82%
Holdings38
JNVIX Mutual Fund Overlap Analysis
JNVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, JNVIX may share significant positions with broad-market funds.
JNVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNVIX tax-loss harvesting finds highly correlated but non-identical funds.