JDESX Mutual Fund

NAV$53.60

AUM$1.9B

TER0.35%

Holdings164

JDESX Mutual Fund

NAV$53.60

JPMorgan US Research Enhanced Equity Fund Class I

AUM$1.9B

TER0.35%

Holdings164

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Holdings Overlap Analysis

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

JDESX Mutual Fund Overlap Analysis

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

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

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