JDEAX Mutual Fund

NAV$51.96

AUM$716M

TER0.60%

Holdings164

JDEAX Mutual Fund

NAV$51.96

JPMorgan US Research Enhanced Equity Fund Class A

AUM$716M

TER0.60%

Holdings164

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Holdings Overlap Analysis

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

JDEAX Mutual Fund Overlap Analysis

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

JDEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 164 holdings, JDEAX may share significant positions with broad-market funds.

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