JFTUX Mutual Fund

NAV$31.97

AUM$289M

TER0.48%

Holdings24

JFTUX Mutual Fund

NAV$31.97

JPMorgan Investor Growth Fund Class R6

AUM$289M

TER0.48%

Holdings24

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Holdings Overlap Analysis

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

JFTUX Mutual Fund Overlap Analysis

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

JFTUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JFTUX may share significant positions with broad-market funds.

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