JNVIX Mutual Fund
JNVIX Mutual Fund
NAV$16.74
AUM$21M
TER0.82%
Holdings37
See how much of JNVIX you already own
JNVIX Mutual Fund
NAV$16.74
Jensen Quality MidCap Fund I Shares
AUM$21M
TER0.82%
Holdings37
See how much of JNVIX you already own
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 37 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.