JCPLX Mutual Fund

NAV$12.64

AUM$48M

TER0.45%

Holdings107

JCPLX Mutual Fund

NAV$12.64

Johnson Core Plus Bond Fund

AUM$48M

TER0.45%

Holdings107

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Holdings Overlap Analysis

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

JCPLX Mutual Fund Overlap Analysis

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

JCPLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, JCPLX may share significant positions with broad-market funds.

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