Fund comparison · from official SEC filings

JFBUX vs JFTUX: how much do they overlap?

Name: JFBUX vs JFTUX holdings overlap
Creator: Unwrap.Fund

JPMorgan Investor Growth & Income Fund and JPMorgan Investor Growth Fund

Fund A

Fund B

Holdings overlap

78%

of assets, by weight

Shared positions

of 26 / 24 holdings

JFBUX expense ratio

0.47%

net, per year

JFTUX expense ratio

0.48%

net, per year

JFBUX and JFTUX are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

JFBUX

JFTUX

JCBUXJPMORGAN CORE BOND-R6

16.60%

7.89%

JUEMXJPMORGAN US EQUITY-R6

9.86%

12.63%

JLGMXJPMORGAN LARGE CAP GROW-R6

9.17%

11.38%

JLVMXJPMORGAN LARGE CAP VALUE-R6

7.09%

10.04%

JIREJPMORGAN INT RES ENH EQTY

5.68%

8.01%

JCPUXJPMORGAN CORE PLUS BOND-R6

7.79%

1.46%

JDEUXJPM US RSRCH ENHNCD EQTY-R6

6.46%

7.56%

—JPMorgan U.S. GARP Equity Fund

3.45%

5.22%

JMEEJPM SMA & MID CAP EN EQ ET-U

3.80%

4.43%

JNEMXJPMORGAN INTL EQTY-R6

1.98%

4.42%

JMSFXJPMORGAN INCOME FUND-R6

4.32%

0.49%

JVAYXJPMORGAN VALUE ADVANTAGE-R6

3.53%

3.02%

OIEJXJPMORGAN EQUITY INCOME-R6

3.45%

3.13%

JGLOJPMORGAN GLBL SLCT EQ ETF

2.85%

3.33%

IUENXJP MORGAN INTRNTL FOCUS-R6

1.35%

2.90%

JEMWXJPMORGAN EMERG MRKT EQ-R6

1.68%

2.82%

JHYUXJPMORGAN HIGH YIELD-R6

2.74%

1.41%

EMRSXJPM EMG MRKT RES ENH EQ-R6

1.66%

2.51%

VEUVXJPMORGAN EUROPE DYNAMIC-R6

1.38%

2.35%

JMGMXJPMORGAN MID CAP GROWTH-R6

1.46%

1.75%

JSVUXJPMORGAN SMALL CAP VALUE-R6

0.68%

1.36%

MGMXXJPMORGAN US GOVT MMKT-IM

1.02%

1.14%

JEMVXJPMORGAN EMERG MRKT DEBT-R6

0.51%

0.43%

VSENXJPMORGAN SMALL CAP EQTY-R6

0.50%

0.32%

Only in JFBUX

JSDRXJPM SHRT DUR CORE PLUS-R6

0.99%

JPLDJPMORGAN LTD DURATION ETF

0.01%

Only in JFTUX

Nothing exclusive.

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.