JOGIX Mutual Fund

NAV$11.81

AUM$256M

TER0.98%

Holdings37

JOGIX Mutual Fund

NAV$11.81

JOHCM Global Select Fund Institutional Class

AUM$256M

TER0.98%

Holdings37

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

JOGIX Mutual Fund Overlap Analysis

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

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

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