JVARX Mutual Fund
JVARX Mutual Fund
NAV$42.83
AUM$19M
TER0.60%
Holdings116
See how much of JVARX you already own
JVARX Mutual Fund
NAV$42.83
JPMorgan Value Advantage Fund Class R5
AUM$19M
TER0.60%
Holdings116
See how much of JVARX you already own
JVARX Mutual Fund Overlap Analysis
JVARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JVARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, JVARX may share significant positions with broad-market funds.
JVARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JVARX tax-loss harvesting finds highly correlated but non-identical funds.