JHTGX Mutual Fund
JHTGX Mutual Fund
NAV$21.94
AUM$46,895.33
TER0.45%
Holdings163
See how much of JHTGX you already own
JHTGX Mutual Fund
NAV$21.94
JPMorgan Hedged Equity 3 Fund Class R5
AUM$46,895.33
TER0.45%
Holdings163
See how much of JHTGX you already own
JHTGX Mutual Fund Overlap Analysis
JHTGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JHTGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, JHTGX may share significant positions with broad-market funds.
JHTGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JHTGX tax-loss harvesting finds highly correlated but non-identical funds.