JTFCX Mutual Fund
JTFCX Mutual Fund
NAV$10.55
AUM$4M
TER1.25%
Holdings413
JTFCX Mutual Fund
NAV$10.55
JPMorgan Tax Free Bond Fund Class C
AUM$4M
TER1.25%
Holdings413
JTFCX Mutual Fund Overlap Analysis
JTFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 413 holdings, JTFCX may share significant positions with broad-market funds.
JTFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTFCX tax-loss harvesting finds highly correlated but non-identical funds.