JGVVX Mutual Fund Analysis & Holdings | MarketXLS

JGVVX Mutual Fund

NAV$46.16

AUM$9.3B

TER0.50%

Holdings85

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JGVVX Mutual Fund

NAV$46.16

JPMorgan Growth Advantage Fund Class R6

AUM$9.3B

TER0.50%

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 JGVVX 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 JGVVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JGVVX Mutual Fund Overlap Analysis

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

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

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