JGIAX Mutual Fund
JGIAX Mutual Fund
NAV$8.47
AUM$832M
TER0.65%
Holdings2,396
See how much of JGIAX you already own
JGIAX Mutual Fund
NAV$8.47
JPMorgan Income Fund Class A
AUM$832M
TER0.65%
Holdings2,396
See how much of JGIAX you already own
JGIAX Mutual Fund Overlap Analysis
JGIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JGIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2396 holdings, JGIAX may share significant positions with broad-market funds.
JGIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JGIAX tax-loss harvesting finds highly correlated but non-identical funds.