JAMFX Mutual Fund

NAV$5.51

AUM$39M

TER2.38%

Holdings36

JAMFX Mutual Fund

NAV$5.51

Jacob Internet Fund Investor Class

AUM$39M

TER2.38%

Holdings36

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Holdings Overlap Analysis

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

JAMFX Mutual Fund Overlap Analysis

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

JAMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, JAMFX may share significant positions with broad-market funds.

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