JASCX Mutual Fund
JASCX Mutual Fund
NAV$47.88
AUM$90M
TER1.51%
Holdings92
See how much of JASCX you already own
JASCX Mutual Fund
NAV$47.88
James Small Cap Fund
AUM$90M
TER1.51%
Holdings92
See how much of JASCX you already own
JASCX Mutual Fund Overlap Analysis
JASCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JASCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, JASCX may share significant positions with broad-market funds.
JASCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JASCX tax-loss harvesting finds highly correlated but non-identical funds.