JSVSX Mutual Fund
NAV$16.79
TER1.41%
Holdings51
JSVSX Mutual Fund
NAV$16.79
Janus Henderson Small-Mid Cap Value Fund Class S
TER1.41%
Holdings51
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JSVSX Mutual Fund Overlap Analysis
JSVSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, JSVSX may share significant positions with broad-market funds.
JSVSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSVSX tax-loss harvesting finds highly correlated but non-identical funds.