JSPMX Mutual Fund Analysis & Holdings | MarketXLS

JSPMX Mutual Fund

NAV$14.53

AUM$17M

TER0.85%

Holdings15

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JSPMX Mutual Fund

NAV$14.53

Janus Henderson Global Allocation Moderate Fund Class T

AUM$17M

TER0.85%

Holdings15

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

JSPMX Mutual Fund Overlap Analysis

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

JSPMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, JSPMX may share significant positions with broad-market funds.

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