JITAX Mutual Fund
JITAX Mutual Fund
NAV$10.22
AUM$333M
TER0.65%
Holdings473
JITAX Mutual Fund
NAV$10.22
JPMorgan National Municipal Income Fund Class A
AUM$333M
TER0.65%
Holdings473
JITAX Mutual Fund Overlap Analysis
JITAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JITAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 473 holdings, JITAX may share significant positions with broad-market funds.
JITAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JITAX tax-loss harvesting finds highly correlated but non-identical funds.