JACRX Mutual Fund

NAV$15.44

AUM$11M

TER2.25%

Holdings40

JACRX Mutual Fund

NAV$15.44

Easterly Global Real Estate Fund Class C

AUM$11M

TER2.25%

Holdings40

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Holdings Overlap Analysis

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

JACRX Mutual Fund Overlap Analysis

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

JACRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, JACRX may share significant positions with broad-market funds.

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