JGVVX Mutual Fund
JGVVX Mutual Fund
NAV$45.36
AUM$9.3B
TER0.50%
Holdings85
See how much of JGVVX you already own
JGVVX Mutual Fund
NAV$45.36
JPMorgan Growth Advantage Fund Class R6
AUM$9.3B
TER0.50%
Holdings85
See how much of JGVVX you already own
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.