JHQTX Mutual Fund

NAV$22.11

AUM$2.3B

TER0.59%

Holdings163

JHQTX Mutual Fund

NAV$22.11

JPMorgan Hedged Equity 3 Fund Class I

AUM$2.3B

TER0.59%

Holdings163

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Holdings Overlap Analysis

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

JHQTX Mutual Fund Overlap Analysis

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

JHQTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, JHQTX may share significant positions with broad-market funds.

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