JIIGX Mutual Fund
JIIGX Mutual Fund
NAV$86.19
AUM$77M
TER0.34%
Holdings73
See how much of JIIGX you already own
JIIGX Mutual Fund
NAV$86.19
JPMorgan US Sustainable Leaders Fund Class R6
AUM$77M
TER0.34%
Holdings73
See how much of JIIGX you already own
JIIGX Mutual Fund Overlap Analysis
JIIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JIIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, JIIGX may share significant positions with broad-market funds.
JIIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JIIGX tax-loss harvesting finds highly correlated but non-identical funds.