JMNAX Mutual Fund Analysis & Holdings | MarketXLS

JMNAX Mutual Fund

NAV$14.26

AUM$27M

TER2.74%

Holdings316

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JMNAX Mutual Fund

NAV$14.26

JPMorgan Research Market Neutral Fund Class A

AUM$27M

TER2.74%

Holdings316

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JMNAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JMNAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JMNAX Mutual Fund Overlap Analysis

JMNAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JMNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 316 holdings, JMNAX may share significant positions with broad-market funds.

JMNAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JMNAX tax-loss harvesting finds highly correlated but non-identical funds.