JMTTX Mutual Fund
JMTTX Mutual Fund
NAV$8.71
AUM$60.46
TER0.91%
Holdings289
JMTTX Mutual Fund
NAV$8.71
JPMorgan Total Return Fund Class R2
AUM$60.46
TER0.91%
Holdings289
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.