JMGLX Mutual Fund

NAV$10.00

AUM$100M

TER0.40%

Holdings372

JMGLX Mutual Fund

NAV$10.00

JPMorgan Managed Income Fund Class Institutional

AUM$100M

TER0.40%

Holdings372

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare JMGLX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JMGLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JMGLX Mutual Fund Overlap Analysis

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

JMGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 372 holdings, JMGLX may share significant positions with broad-market funds.

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