JMEEX Mutual Fund
JMEEX Mutual Fund
NAV$72.67
AUM$10M
TER0.70%
Holdings191
JMEEX Mutual Fund
NAV$72.67
JPMorgan Mid Cap Equity Fund Class R5
AUM$10M
TER0.70%
Holdings191
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 191 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.