JOEIX Mutual Fund Analysis & Holdings | MarketXLS

JOEIX Mutual Fund

NAV$17.18

AUM$64M

TER1.13%

Holdings62

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

JOEIX Mutual Fund

NAV$17.18

JOHCM Emerging Markets Opportunities Fund Advisor Class

AUM$64M

TER1.13%

Holdings62

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare JOEIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JOEIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JOEIX Mutual Fund Overlap Analysis

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

JOEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, JOEIX may share significant positions with broad-market funds.

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