JFQUX Mutual Fund
JFQUX Mutual Fund
NAV$17.26
AUM$68M
TER0.44%
Holdings26
See how much of JFQUX you already own
JFQUX Mutual Fund
NAV$17.26
JPMorgan Investor Balanced Fund Class R6
AUM$68M
TER0.44%
Holdings26
See how much of JFQUX you already own
JFQUX Mutual Fund Overlap Analysis
JFQUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JFQUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, JFQUX may share significant positions with broad-market funds.
JFQUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JFQUX tax-loss harvesting finds highly correlated but non-identical funds.