JGISX Mutual Fund
JGISX Mutual Fund
NAV$68.82
AUM$819M
TER0.34%
Holdings93
See how much of JGISX you already own
JGISX Mutual Fund
NAV$68.82
JPMorgan US GARP Equity Fund Class R6
AUM$819M
TER0.34%
Holdings93
See how much of JGISX you already own
JGISX Mutual Fund Overlap Analysis
JGISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JGISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, JGISX may share significant positions with broad-market funds.
JGISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JGISX tax-loss harvesting finds highly correlated but non-identical funds.