JSCGX Mutual Fund
JSCGX Mutual Fund
NAV$23.92
AUM$4M
TER3.22%
Holdings33
See how much of JSCGX you already own
JSCGX Mutual Fund
NAV$23.92
Jacob Small Cap Growth Fund Investor Class Shares
AUM$4M
TER3.22%
Holdings33
See how much of JSCGX you already own
JSCGX Mutual Fund Overlap Analysis
JSCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, JSCGX may share significant positions with broad-market funds.
JSCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSCGX tax-loss harvesting finds highly correlated but non-identical funds.