JGTTX Mutual Fund
JGTTX Mutual Fund
NAV$40.18
AUM$41M
TER1.00%
Holdings85
JGTTX Mutual Fund
NAV$40.18
JPMorgan Growth Advantage Fund Class R3
AUM$41M
TER1.00%
Holdings85
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.