JACRX Mutual Fund
JACRX Mutual Fund
NAV$15.24
AUM$10M
TER2.25%
Holdings43
See how much of JACRX you already own
JACRX Mutual Fund
NAV$15.24
Easterly Global Real Estate Fund Class C
AUM$10M
TER2.25%
Holdings43
See how much of JACRX you already own
JACRX Mutual Fund Overlap Analysis
JACRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JACRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, JACRX may share significant positions with broad-market funds.
JACRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JACRX tax-loss harvesting finds highly correlated but non-identical funds.