JVAQX Mutual Fund
JVAQX Mutual Fund
NAV$42.29
AUM$306,280.73
TER0.75%
Holdings116
See how much of JVAQX you already own
JVAQX Mutual Fund
NAV$42.29
JPMorgan Value Advantage Fund Class R4
AUM$306,280.73
TER0.75%
Holdings116
See how much of JVAQX you already own
JVAQX Mutual Fund Overlap Analysis
JVAQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JVAQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, JVAQX may share significant positions with broad-market funds.
JVAQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JVAQX tax-loss harvesting finds highly correlated but non-identical funds.