JSPJX Mutual Fund
JSPJX Mutual Fund
NAV$6.94
AUM$83M
TER0.99%
Holdings31
JSPJX Mutual Fund
NAV$6.94
Jackson Square Large-Cap Growth Fund Investor Class
AUM$83M
TER0.99%
Holdings31
JSPJX Mutual Fund Overlap Analysis
JSPJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSPJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, JSPJX may share significant positions with broad-market funds.
JSPJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSPJX tax-loss harvesting finds highly correlated but non-identical funds.