JMGPX Mutual Fund

NAV$50.17

AUM$57M

TER1.15%

Holdings112

JMGPX Mutual Fund

NAV$50.17

JPMorgan Mid Cap Growth Fund Class R3

AUM$57M

TER1.15%

Holdings112

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Holdings Overlap Analysis

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

JMGPX Mutual Fund Overlap Analysis

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

JMGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, JMGPX may share significant positions with broad-market funds.

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