JGTTX Mutual Fund
JGTTX Mutual Fund
NAV$39.26
AUM$40M
TER1.00%
Holdings85
See how much of JGTTX you already own
JGTTX Mutual Fund
NAV$39.26
JPMorgan Growth Advantage Fund Class R3
AUM$40M
TER1.00%
Holdings85
See how much of JGTTX you already own
JGTTX Mutual Fund Overlap Analysis
JGTTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JGTTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, JGTTX may share significant positions with broad-market funds.
JGTTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JGTTX tax-loss harvesting finds highly correlated but non-identical funds.