JHTAX Mutual Fund

NAV$22.06

AUM$154M

TER0.84%

Holdings163

JHTAX Mutual Fund

NAV$22.06

JPMorgan Hedged Equity 3 Fund Class A

AUM$154M

TER0.84%

Holdings163

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Holdings Overlap Analysis

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

JHTAX Mutual Fund Overlap Analysis

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

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

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