JWGRX Mutual Fund Analysis & Holdings | MarketXLS

JWGRX Mutual Fund

NAV$140.19

AUM$56M

TER1.24%

Holdings125

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JWGRX Mutual Fund

NAV$140.19

Janus Henderson Global Research Fund Class S

AUM$56M

TER1.24%

Holdings125

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

JWGRX Mutual Fund Overlap Analysis

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

JWGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 125 holdings, JWGRX may share significant positions with broad-market funds.

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