JVARX Mutual Fund

NAV$42.67

AUM$19M

TER0.60%

Holdings116

JVARX Mutual Fund

NAV$42.67

JPMorgan Value Advantage Fund Class R5

AUM$19M

TER0.60%

Holdings116

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Holdings Overlap Analysis

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

JVARX Mutual Fund Overlap Analysis

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

JVARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, JVARX may share significant positions with broad-market funds.

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