JARIX Mutual Fund
JARIX Mutual Fund
NAV$14.70
AUM$119M
TER1.05%
Holdings42
See how much of JARIX you already own
JARIX Mutual Fund
NAV$14.70
Easterly Global Real Estate Fund Class I
AUM$119M
TER1.05%
Holdings42
See how much of JARIX you already own
JARIX Mutual Fund Overlap Analysis
JARIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JARIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, JARIX may share significant positions with broad-market funds.
JARIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JARIX tax-loss harvesting finds highly correlated but non-identical funds.