JLGQX Mutual Fund
JLGQX Mutual Fund
NAV$87.10
AUM$614M
TER0.69%
Holdings84
See how much of JLGQX you already own
JLGQX Mutual Fund
NAV$87.10
JPMorgan Large Cap Growth Fund Class R4
AUM$614M
TER0.69%
Holdings84
See how much of JLGQX you already own
JLGQX Mutual Fund Overlap Analysis
JLGQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JLGQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, JLGQX may share significant positions with broad-market funds.
JLGQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JLGQX tax-loss harvesting finds highly correlated but non-identical funds.