Fund comparison · from official SEC filings

JFLJX vs JFTUX: how much do they overlap?

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

JPMorgan Investor Conservative Growth Fund and JPMorgan Investor Growth Fund

Fund A

Fund B

Holdings overlap

42%

of assets, by weight

Shared positions

of 26 / 24 holdings

JFLJX expense ratio

0.43%

net, per year

JFTUX expense ratio

0.48%

net, per year

Shared holdings

Company

JFLJX

JFTUX

JCBUXJPMORGAN CORE BOND-R6

35.32%

7.89%

JCPUXJPMORGAN CORE PLUS BOND-R6

16.30%

1.46%

JUEMXJPMORGAN US EQUITY-R6

4.01%

12.63%

JLGMXJPMORGAN LARGE CAP GROW-R6

2.70%

11.38%

JLVMXJPMORGAN LARGE CAP VALUE-R6

1.70%

10.04%

JIREJPMORGAN INT RES ENH EQTY

4.11%

8.01%

JDEUXJPM US RSRCH ENHNCD EQTY-R6

2.50%

7.56%

JMSFXJPMORGAN INCOME FUND-R6

6.68%

0.49%

—JPMorgan U.S. GARP Equity Fund

2.21%

5.22%

JMEEJPM SMA & MID CAP EN EQ ET-U

0.94%

4.43%

JNEMXJPMORGAN INTL EQTY-R6

0.98%

4.42%

JGLOJPMORGAN GLBL SLCT EQ ETF

1.47%

3.33%

OIEJXJPMORGAN EQUITY INCOME-R6

2.33%

3.13%

JVAYXJPMORGAN VALUE ADVANTAGE-R6

2.28%

3.02%

JHYUXJPMORGAN HIGH YIELD-R6

2.89%

1.41%

JEMWXJPMORGAN EMERG MRKT EQ-R6

0.74%

2.82%

EMRSXJPM EMG MRKT RES ENH EQ-R6

1.09%

2.51%

VEUVXJPMORGAN EUROPE DYNAMIC-R6

0.52%

2.35%

JMGMXJPMORGAN MID CAP GROWTH-R6

1.36%

1.75%

JSVUXJPMORGAN SMALL CAP VALUE-R6

0.52%

1.36%

MGMXXJPMORGAN US GOVT MMKT-IM

0.90%

1.14%

JEMVXJPMORGAN EMERG MRKT DEBT-R6

1.02%

0.43%

VSENXJPMORGAN SMALL CAP EQTY-R6

0.46%

0.32%

Only in JFLJX

JPLDJPMORGAN LTD DURATION ETF

4.01%

JSDRXJPM SHRT DUR CORE PLUS-R6

2.01%

JFLXJPMORGAN FLEXIBLE DEBT ETF

0.97%

Only in JFTUX

IUENXJP MORGAN INTRNTL FOCUS-R6

2.90%

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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.