JSJAX Mutual Fund

NAV$16.68

AUM$266M

TER1.19%

Holdings69

See how much of JSJAX you already own

Just $25 once·$69/mo·Download sample

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JSJAX Mutual Fund

NAV$16.68

JHF II Small Cap Dynamic Growth Fund Class A

AUM$266M

TER1.19%

Holdings69

See how much of JSJAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

JSJAX Mutual Fund Overlap Analysis

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

JSJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, JSJAX may share significant positions with broad-market funds.

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