JHQCX Mutual Fund
JHQCX Mutual Fund
NAV$35.03
AUM$502M
TER1.32%
Holdings163
See how much of JHQCX you already own
JHQCX Mutual Fund
NAV$35.03
JPMorgan Hedged Equity Fund Class C
AUM$502M
TER1.32%
Holdings163
See how much of JHQCX you already own
JHQCX Mutual Fund Overlap Analysis
JHQCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JHQCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, JHQCX may share significant positions with broad-market funds.
JHQCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JHQCX tax-loss harvesting finds highly correlated but non-identical funds.