JMGZX Mutual Fund

NAV$44.89

AUM$55M

TER1.40%

Holdings112

JMGZX Mutual Fund

NAV$44.89

JPMorgan Mid Cap Growth Fund Class R2

AUM$55M

TER1.40%

Holdings112

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Holdings Overlap Analysis

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

JMGZX Mutual Fund Overlap Analysis

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

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

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