JCNTX Mutual Fund Analysis & Holdings | MarketXLS

JCNTX Mutual Fund

NAV$6.38

AUM$7M

TER1.05%

Holdings217

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JCNTX Mutual Fund

NAV$6.38

JPMorgan New York Tax Free Bond Fund Class C

AUM$7M

TER1.05%

Holdings217

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JCNTX Mutual Fund Overlap Analysis

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

JCNTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 217 holdings, JCNTX may share significant positions with broad-market funds.

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