JASCX Mutual Fund
JASCX Mutual Fund
NAV$51.31
AUM$91M
TER1.51%
Holdings92
JASCX Mutual Fund
NAV$51.31
James Small Cap Fund
AUM$91M
TER1.51%
Holdings92
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.