JVSAX Mutual Fund
JVSAX Mutual Fund
NAV$16.80
AUM$2M
TER1.29%
Holdings51
See how much of JVSAX you already own
JVSAX Mutual Fund
NAV$16.80
Janus Henderson Small-Mid Cap Value Fund Class A
AUM$2M
TER1.29%
Holdings51
See how much of JVSAX you already own
JVSAX Mutual Fund Overlap Analysis
JVSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JVSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, JVSAX may share significant positions with broad-market funds.
JVSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JVSAX tax-loss harvesting finds highly correlated but non-identical funds.