JRISX Mutual Fund

JRISX Mutual Fund

NAV$9.59
See how much of JRISX you already own
Just $25 once·$99/mo·Download sample
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Holdings Overlap Analysis

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

JRISX Mutual Fund Overlap Analysis

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

JRISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, JRISX may share significant positions with broad-market funds.

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