JHQTX Mutual Fund

NAV$21.96

AUM$2.4B

TER0.59%

Holdings163

See how much of JHQTX you already own

Just $25 once·$69/mo·Download sample

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JHQTX Mutual Fund

NAV$21.96

JPMorgan Hedged Equity 3 Fund Class I

AUM$2.4B

TER0.59%

Holdings163

See how much of JHQTX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

JHQTX Mutual Fund Overlap Analysis

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

JHQTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, JHQTX may share significant positions with broad-market funds.

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