JLGPX Mutual Fund
JLGPX Mutual Fund
NAV$80.65
AUM$858M
TER0.94%
Holdings85
See how much of JLGPX you already own
JLGPX Mutual Fund
NAV$80.65
JPMorgan Large Cap Growth Fund Class R3
AUM$858M
TER0.94%
Holdings85
See how much of JLGPX you already own
JLGPX Mutual Fund Overlap Analysis
JLGPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JLGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, JLGPX may share significant positions with broad-market funds.
JLGPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JLGPX tax-loss harvesting finds highly correlated but non-identical funds.