JMEEX Mutual Fund
JMEEX Mutual Fund
NAV$68.20
AUM$9M
TER0.70%
Holdings213
See how much of JMEEX you already own
JMEEX Mutual Fund
NAV$68.20
JPMorgan Mid Cap Equity Fund Class R5
AUM$9M
TER0.70%
Holdings213
See how much of JMEEX you already own
JMEEX Mutual Fund Overlap Analysis
JMEEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JMEEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 213 holdings, JMEEX may share significant positions with broad-market funds.
JMEEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JMEEX tax-loss harvesting finds highly correlated but non-identical funds.