PFJHX Mutual Fund
PFJHX Mutual Fund
NAV$11.89
AUM$300M
TER2.49%
Holdings5
See how much of PFJHX you already own
PFJHX Mutual Fund
NAV$11.89
PFG Janus Henderson Balanced Strategy Fund Class I
AUM$300M
TER2.49%
Holdings5
See how much of PFJHX you already own
PFJHX Mutual Fund Overlap Analysis
PFJHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFJHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, PFJHX may share significant positions with broad-market funds.
PFJHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFJHX tax-loss harvesting finds highly correlated but non-identical funds.