JVAQX Mutual Fund Analysis & Holdings | MarketXLS

JVAQX Mutual Fund

NAV$43.36

AUM$301,024.88

TER0.75%

Holdings116

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JVAQX Mutual Fund

NAV$43.36

JPMorgan Value Advantage Fund Class R4

AUM$301,024.88

TER0.75%

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

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.