JORIX Mutual Fund Analysis & Holdings | MarketXLS

JORIX Mutual Fund

NAV$22.08

AUM$247,755.56

TER1.32%

Holdings59

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JORIX Mutual Fund

NAV$22.08

Janus Henderson Global Select Fund Class S

AUM$247,755.56

TER1.32%

Holdings59

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

JORIX Mutual Fund Overlap Analysis

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

JORIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, JORIX may share significant positions with broad-market funds.

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