JMCEX Mutual Fund
JMCEX Mutual Fund
NAV$67.70
AUM$4M
TER1.35%
Holdings191
See how much of JMCEX you already own
JMCEX Mutual Fund
NAV$67.70
JPMorgan Mid Cap Equity Fund Class R2
AUM$4M
TER1.35%
Holdings191
See how much of JMCEX you already own
JMCEX Mutual Fund Overlap Analysis
JMCEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JMCEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, JMCEX may share significant positions with broad-market funds.
JMCEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JMCEX tax-loss harvesting finds highly correlated but non-identical funds.