JOGEX Mutual Fund

NAV$11.75

AUM$360,000

TER1.08%

Holdings37

JOGEX Mutual Fund

NAV$11.75

JOHCM Global Select Fund Class I

AUM$360,000

TER1.08%

Holdings37

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

JOGEX Mutual Fund Overlap Analysis

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

JOGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, JOGEX may share significant positions with broad-market funds.

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