JMGPX Mutual Fund
JMGPX Mutual Fund
NAV$48.39
AUM$55M
TER1.15%
Holdings112
See how much of JMGPX you already own
JMGPX Mutual Fund
NAV$48.39
JPMorgan Mid Cap Growth Fund Class R3
AUM$55M
TER1.15%
Holdings112
See how much of JMGPX you already own
JMGPX Mutual Fund Overlap Analysis
JMGPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JMGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, JMGPX may share significant positions with broad-market funds.
JMGPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JMGPX tax-loss harvesting finds highly correlated but non-identical funds.