JOHAX Mutual Fund Holdings Overlap Calculator | MarketXLS

JOHAX Mutual Fund

NAV$30.42

AUM$576M

TER1.19%

Holdings50

See what you own twice

Check JOHAX against your other funds. Free for up to 5.

Check my overlap

JOHAX Mutual Fund

NAV$30.42

JOHCM International Select Fund Investor Class

AUM$576M

TER1.19%

Holdings50

See what you own twice

Check JOHAX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

JOHAX Mutual Fund Overlap Analysis

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

JOHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, JOHAX may share significant positions with broad-market funds.

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