JGVRX Mutual Fund Analysis & Holdings | MarketXLS

JGVRX Mutual Fund

NAV$45.32

AUM$101M

TER0.60%

Holdings85

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JGVRX Mutual Fund

NAV$45.32

JPMorgan Growth Advantage Fund Class R5

AUM$101M

TER0.60%

Holdings85

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JGVRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JGVRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JGVRX Mutual Fund Overlap Analysis

JGVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JGVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, JGVRX may share significant positions with broad-market funds.

JGVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JGVRX tax-loss harvesting finds highly correlated but non-identical funds.