JCICX Mutual Fund
JCICX Mutual Fund
NAV$61.51
AUM$10M
TER1.34%
Holdings93
JCICX Mutual Fund
NAV$61.51
JPMorgan US GARP Equity Fund Class C
AUM$10M
TER1.34%
Holdings93
JCICX Mutual Fund Overlap Analysis
JCICX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JCICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, JCICX may share significant positions with broad-market funds.
JCICX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JCICX tax-loss harvesting finds highly correlated but non-identical funds.