JGACX Mutual Fund
NAV$29.19
AUM$653M
TER1.49%
Holdings85
JGACX Mutual Fund
NAV$29.19
JPMorgan Growth Advantage Fund Class C
AUM$653M
TER1.49%
Holdings85
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JGACX Mutual Fund Overlap Analysis
JGACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JGACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, JGACX may share significant positions with broad-market funds.
JGACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JGACX tax-loss harvesting finds highly correlated but non-identical funds.