JFTUX Mutual Fund
JFTUX Mutual Fund
NAV$32.20
AUM$296M
TER0.48%
Holdings24
See how much of JFTUX you already own
JFTUX Mutual Fund
NAV$32.20
JPMorgan Investor Growth Fund Class R6
AUM$296M
TER0.48%
Holdings24
See how much of JFTUX you already own
JFTUX Mutual Fund Overlap Analysis
JFTUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JFTUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JFTUX may share significant positions with broad-market funds.
JFTUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JFTUX tax-loss harvesting finds highly correlated but non-identical funds.