JHTGX Mutual Fund

NAV$22.13

AUM$44,639.48

TER0.45%

Holdings163

JHTGX Mutual Fund

NAV$22.13

JPMorgan Hedged Equity 3 Fund Class R5

AUM$44,639.48

TER0.45%

Holdings163

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Holdings Overlap Analysis

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

JHTGX Mutual Fund Overlap Analysis

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

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

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