JMTTX Mutual Fund
JMTTX Mutual Fund
NAV$8.71
AUM$60.46
TER0.91%
Holdings289
See how much of JMTTX you already own
JMTTX Mutual Fund
NAV$8.71
JPMorgan Total Return Fund Class R2
AUM$60.46
TER0.91%
Holdings289
See how much of JMTTX you already own
JMTTX Mutual Fund Overlap Analysis
JMTTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JMTTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 289 holdings, JMTTX may share significant positions with broad-market funds.
JMTTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JMTTX tax-loss harvesting finds highly correlated but non-identical funds.