JGAQX Mutual Fund

NAV$41.23

AUM$736,041.4

TER1.25%

Holdings116

JGAQX Mutual Fund

NAV$41.23

JPMorgan Value Advantage Fund Class R2

AUM$736,041.4

TER1.25%

Holdings116

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Holdings Overlap Analysis

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

JGAQX Mutual Fund Overlap Analysis

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

JGAQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, JGAQX may share significant positions with broad-market funds.

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