JVASX Mutual Fund

NAV$42.78

AUM$1.6B

TER0.74%

Holdings116

JVASX Mutual Fund

NAV$42.78

JPMorgan Value Advantage Fund Class I

AUM$1.6B

TER0.74%

Holdings116

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Holdings Overlap Analysis

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

JVASX Mutual Fund Overlap Analysis

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

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

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