JSMTX Mutual Fund

NAV$19.81

AUM$15M

TER0.98%

Holdings29

See how much of JSMTX you already own

Just $25 once·$69/mo·Download sample

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JSMTX Mutual Fund

NAV$19.81

Jackson Square SMID-Cap Growth Fund Institutional Class

AUM$15M

TER0.98%

Holdings29

See how much of JSMTX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare JSMTX 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 JSMTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSMTX Mutual Fund Overlap Analysis

JSMTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JSMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, JSMTX may share significant positions with broad-market funds.

JSMTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSMTX tax-loss harvesting finds highly correlated but non-identical funds.