JVASX Mutual Fund
JVASX Mutual Fund
NAV$42.93
AUM$1.6B
TER0.74%
Holdings116
See how much of JVASX you already own
JVASX Mutual Fund
NAV$42.93
JPMorgan Value Advantage Fund Class I
AUM$1.6B
TER0.74%
Holdings116
See how much of JVASX you already own
JVASX Mutual Fund Overlap Analysis
JVASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JVASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, JVASX may share significant positions with broad-market funds.
JVASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JVASX tax-loss harvesting finds highly correlated but non-identical funds.