JCPRX Mutual Fund
JCPRX Mutual Fund
NAV$26.10
AUM$34M
TER1.44%
Holdings262
See how much of JCPRX you already own
JCPRX Mutual Fund
NAV$26.10
JPMorgan US Large Cap Core Plus Fund Class R5
AUM$34M
TER1.44%
Holdings262
See how much of JCPRX you already own
JCPRX Mutual Fund Overlap Analysis
JCPRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JCPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 262 holdings, JCPRX may share significant positions with broad-market funds.
JCPRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JCPRX tax-loss harvesting finds highly correlated but non-identical funds.