JMGLX Mutual Fund
JMGLX Mutual Fund
NAV$10.01
AUM$101M
TER0.40%
Holdings372
See how much of JMGLX you already own
JMGLX Mutual Fund
NAV$10.01
JPMorgan Managed Income Fund Class Institutional
AUM$101M
TER0.40%
Holdings372
See how much of JMGLX you already own
JMGLX Mutual Fund Overlap Analysis
JMGLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JMGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 372 holdings, JMGLX may share significant positions with broad-market funds.
JMGLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JMGLX tax-loss harvesting finds highly correlated but non-identical funds.