JMTIX Mutual Fund
JMTIX Mutual Fund
NAV$8.71
AUM$2M
TER0.16%
Holdings289
JMTIX Mutual Fund
NAV$8.71
JPMorgan Total Return Fund Class R6
AUM$2M
TER0.16%
Holdings289
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.