JOHIX Mutual Fund
JOHIX Mutual Fund
NAV$30.44
AUM$7.6B
TER0.96%
Holdings50
See how much of JOHIX you already own
JOHIX Mutual Fund
NAV$30.44
JOHCM International Select Fund Class I Shares
AUM$7.6B
TER0.96%
Holdings50
See how much of JOHIX you already own
JOHIX Mutual Fund Overlap Analysis
JOHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JOHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, JOHIX may share significant positions with broad-market funds.
JOHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JOHIX tax-loss harvesting finds highly correlated but non-identical funds.