JMTCX Mutual Fund
JMTCX Mutual Fund
NAV$8.67
AUM$981,813.47
TER1.06%
Holdings289
JMTCX Mutual Fund
NAV$8.67
JPMorgan Total Return Fund Class C
AUM$981,813.47
TER1.06%
Holdings289
JMTCX Mutual Fund Overlap Analysis
JMTCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JMTCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 289 holdings, JMTCX may share significant positions with broad-market funds.
JMTCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JMTCX tax-loss harvesting finds highly correlated but non-identical funds.