JSCGX Mutual Fund Analysis & Holdings | MarketXLS

JSCGX Mutual Fund

NAV$22.88

AUM$3M

TER3.22%

Holdings34

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JSCGX Mutual Fund

NAV$22.88

Jacob Small Cap Growth Fund Investor Class Shares

AUM$3M

TER3.22%

Holdings34

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JSCGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JSCGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 34 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.