JMIGX Mutual Fund
JMIGX Mutual Fund
NAV$34.86
AUM$9M
TER2.00%
Holdings48
See how much of JMIGX you already own
JMIGX Mutual Fund
NAV$34.86
Jacob Discovery Fund Institutional Class
AUM$9M
TER2.00%
Holdings48
See how much of JMIGX you already own
JMIGX Mutual Fund Overlap Analysis
JMIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JMIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, JMIGX may share significant positions with broad-market funds.
JMIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JMIGX tax-loss harvesting finds highly correlated but non-identical funds.