JCRCX Mutual Fund Analysis & Holdings | MarketXLS

JCRCX Mutual Fund

NAV$8.77

AUM$7M

TER2.05%

Holdings118

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JCRCX Mutual Fund

NAV$8.77

ALPS CoreCommodity Management CompleteCommodities Strategy Fund Class C

AUM$7M

TER2.05%

Holdings118

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

JCRCX Mutual Fund Overlap Analysis

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

JCRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 118 holdings, JCRCX may share significant positions with broad-market funds.

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