JHQRX Mutual Fund
JHQRX Mutual Fund
NAV$35.60
AUM$2.2B
TER0.32%
Holdings163
See how much of JHQRX you already own
JHQRX Mutual Fund
NAV$35.60
JPMorgan Hedged Equity Fund Class R6
AUM$2.2B
TER0.32%
Holdings163
See how much of JHQRX you already own
JHQRX Mutual Fund Overlap Analysis
JHQRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JHQRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, JHQRX may share significant positions with broad-market funds.
JHQRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JHQRX tax-loss harvesting finds highly correlated but non-identical funds.