JOSSX Mutual Fund Analysis & Holdings | MarketXLS

JOSSX Mutual Fund

NAV$60.68

AUM$18M

TER1.15%

Holdings83

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JOSSX Mutual Fund

NAV$60.68

Johnson Opportunity Fund Class S

AUM$18M

TER1.15%

Holdings83

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

JOSSX Mutual Fund Overlap Analysis

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

JOSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, JOSSX may share significant positions with broad-market funds.

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