JMTIX Mutual Fund
JMTIX Mutual Fund
NAV$8.71
AUM$2M
TER0.16%
Holdings289
See how much of JMTIX you already own
JMTIX Mutual Fund
NAV$8.71
JPMorgan Total Return Fund Class R6
AUM$2M
TER0.16%
Holdings289
See how much of JMTIX you already own
JMTIX Mutual Fund Overlap Analysis
JMTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JMTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 289 holdings, JMTIX may share significant positions with broad-market funds.
JMTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JMTIX tax-loss harvesting finds highly correlated but non-identical funds.