JISGX Mutual Fund
JISGX Mutual Fund
NAV$27.60
AUM$230M
TER0.84%
Holdings131
See how much of JISGX you already own
JISGX Mutual Fund
NAV$27.60
JPMorgan Small Cap Growth Fund Class L
AUM$230M
TER0.84%
Holdings131
See how much of JISGX you already own
JISGX Mutual Fund Overlap Analysis
JISGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JISGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 131 holdings, JISGX may share significant positions with broad-market funds.
JISGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JISGX tax-loss harvesting finds highly correlated but non-identical funds.