JIGAX Mutual Fund
JIGAX Mutual Fund
NAV$67.53
AUM$190M
TER0.84%
Holdings93
JIGAX Mutual Fund
NAV$67.53
JPMorgan US GARP Equity Fund Class A
AUM$190M
TER0.84%
Holdings93
JIGAX Mutual Fund Overlap Analysis
JIGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JIGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, JIGAX may share significant positions with broad-market funds.
JIGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JIGAX tax-loss harvesting finds highly correlated but non-identical funds.