JIGAX Mutual Fund
JIGAX Mutual Fund
NAV$67.53
AUM$190M
TER0.84%
Holdings93
See how much of JIGAX you already own
JIGAX Mutual Fund
NAV$67.53
JPMorgan US GARP Equity Fund Class A
AUM$190M
TER0.84%
Holdings93
See how much of JIGAX you already own
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.