JLGRX Mutual Fund

NAV$87.25

AUM$964M

TER0.54%

Holdings85

JLGRX Mutual Fund

NAV$87.25

JPMorgan Large Cap Growth Fund Class R5

AUM$964M

TER0.54%

Holdings85

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Holdings Overlap Analysis

Compare JLGRX 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 JLGRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JLGRX Mutual Fund Overlap Analysis

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

JLGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, JLGRX may share significant positions with broad-market funds.

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