JLGAX Mutual Fund
JLGAX Mutual Fund
NAV$18.91
AUM$97,078.16
TER1.50%
Holdings32
See how much of JLGAX you already own
JLGAX Mutual Fund
NAV$18.91
JAG Large Cap Growth Fund Class A
AUM$97,078.16
TER1.50%
Holdings32
See how much of JLGAX you already own
JLGAX Mutual Fund Overlap Analysis
JLGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JLGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, JLGAX may share significant positions with broad-market funds.
JLGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JLGAX tax-loss harvesting finds highly correlated but non-identical funds.