JTUCX Mutual Fund
JTUCX Mutual Fund
NAV$18.86
AUM$3M
TER1.69%
Holdings639
JTUCX Mutual Fund
NAV$18.86
JPMorgan US Small Company Fund Class C
AUM$3M
TER1.69%
Holdings639
JTUCX Mutual Fund Overlap Analysis
JTUCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTUCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 639 holdings, JTUCX may share significant positions with broad-market funds.
JTUCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTUCX tax-loss harvesting finds highly correlated but non-identical funds.