JLCAX Mutual Fund

NAV$24.08

AUM$410M

TER1.64%

Holdings262

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JLCAX Mutual Fund

NAV$24.08

JPMorgan US Large Cap Core Plus Fund Class A

AUM$410M

TER1.64%

Holdings262

See how much of JLCAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

JLCAX Mutual Fund Overlap Analysis

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

JLCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 262 holdings, JLCAX may share significant positions with broad-market funds.

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