JFLJX Mutual Fund Analysis & Holdings | MarketXLS

JFLJX Mutual Fund

NAV$13.44

AUM$408M

TER0.43%

Holdings26

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JFLJX Mutual Fund

NAV$13.44

JPMorgan Investor Conservative Growth Fund Class R6

AUM$408M

TER0.43%

Holdings26

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

JFLJX Mutual Fund Overlap Analysis

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

JFLJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, JFLJX may share significant positions with broad-market funds.

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