JVAIX Mutual Fund Analysis & Holdings | MarketXLS

JVAIX Mutual Fund

NAV$42.98

AUM$1.2B

TER0.70%

Holdings116

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JVAIX Mutual Fund

NAV$42.98

JPMorgan Value Advantage Fund Class L

AUM$1.2B

TER0.70%

Holdings116

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

JVAIX Mutual Fund Overlap Analysis

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

JVAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, JVAIX may share significant positions with broad-market funds.

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