JIVCX Mutual Fund Analysis & Holdings | MarketXLS

JIVCX Mutual Fund

NAV$27.93

AUM$2M

TER1.23%

Holdings111

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

JIVCX Mutual Fund

NAV$27.93

JPMorgan US Applied Data Science Value Fund Class C

AUM$2M

TER1.23%

Holdings111

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JIVCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JIVCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JIVCX Mutual Fund Overlap Analysis

JIVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JIVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, JIVCX may share significant positions with broad-market funds.

JIVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JIVCX tax-loss harvesting finds highly correlated but non-identical funds.