JOYXX Mutual Fund
JOYXX Mutual Fund
NAV$1.00
AUM$19M
TER0.26%
Holdings70
See how much of JOYXX you already own
JOYXX Mutual Fund
NAV$1.00
JPMorgan California Municipal Money Market Fund Agency Class
AUM$19M
TER0.26%
Holdings70
See how much of JOYXX you already own
JOYXX Mutual Fund Overlap Analysis
JOYXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JOYXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, JOYXX may share significant positions with broad-market funds.
JOYXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JOYXX tax-loss harvesting finds highly correlated but non-identical funds.