JGISX Mutual Fund

NAV$68.82

AUM$819M

TER0.34%

Holdings93

JGISX Mutual Fund

NAV$68.82

JPMorgan US GARP Equity Fund Class R6

AUM$819M

TER0.34%

Holdings93

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Holdings Overlap Analysis

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

JGISX Mutual Fund Overlap Analysis

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

JGISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, JGISX may share significant positions with broad-market funds.

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