JGRRX Mutual Fund

NAV$21.22

AUM$23M

TER0.90%

Holdings32

JGRRX Mutual Fund

NAV$21.22

JAG Large Cap Growth Fund Class R

AUM$23M

TER0.90%

Holdings32

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Holdings Overlap Analysis

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

JGRRX Mutual Fund Overlap Analysis

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

JGRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, JGRRX may share significant positions with broad-market funds.

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