JNVYX Mutual Fund
JNVYX Mutual Fund
NAV$17.41
AUM$58M
TER0.80%
Holdings37
See how much of JNVYX you already own
JNVYX Mutual Fund
NAV$17.41
Jensen Quality MidCap Fund Y Shares
AUM$58M
TER0.80%
Holdings37
See how much of JNVYX you already own
JNVYX Mutual Fund Overlap Analysis
JNVYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, JNVYX may share significant positions with broad-market funds.
JNVYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNVYX tax-loss harvesting finds highly correlated but non-identical funds.