JTUCX Mutual Fund
JTUCX Mutual Fund
NAV$18.20
AUM$3M
TER1.69%
Holdings639
See how much of JTUCX you already own
JTUCX Mutual Fund
NAV$18.20
JPMorgan US Small Company Fund Class C
AUM$3M
TER1.69%
Holdings639
See how much of JTUCX you already own
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.