JGTUX Mutual Fund

NAV$42.90

AUM$40M

TER0.75%

Holdings85

JGTUX Mutual Fund

NAV$42.90

JPMorgan Growth Advantage Fund Class R4

AUM$40M

TER0.75%

Holdings85

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Holdings Overlap Analysis

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

JGTUX Mutual Fund Overlap Analysis

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

JGTUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, JGTUX may share significant positions with broad-market funds.

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