JMTCX Mutual Fund
JMTCX Mutual Fund
NAV$8.67
AUM$981,813.47
TER1.06%
Holdings289
See how much of JMTCX you already own
JMTCX Mutual Fund
NAV$8.67
JPMorgan Total Return Fund Class C
AUM$981,813.47
TER1.06%
Holdings289
See how much of JMTCX you already own
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.