JSIGX Mutual Fund
JSIGX Mutual Fund
NAV$25.17
AUM$5M
TER2.96%
Holdings33
See how much of JSIGX you already own
JSIGX Mutual Fund
NAV$25.17
Jacob Small Cap Growth Fund Institutional Class Shares
AUM$5M
TER2.96%
Holdings33
See how much of JSIGX you already own
JSIGX Mutual Fund Overlap Analysis
JSIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, JSIGX may share significant positions with broad-market funds.
JSIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSIGX tax-loss harvesting finds highly correlated but non-identical funds.