JMCEX Mutual Fund

NAV$66.11

AUM$4M

TER1.35%

Holdings191

JMCEX Mutual Fund

NAV$66.11

JPMorgan Mid Cap Equity Fund Class R2

AUM$4M

TER1.35%

Holdings191

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Holdings Overlap Analysis

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

JMCEX Mutual Fund Overlap Analysis

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

JMCEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, JMCEX may share significant positions with broad-market funds.

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