JDSCX Mutual Fund
NAV$39.62
AUM$339M
TER0.99%
Holdings241
JDSCX Mutual Fund
NAV$39.62
JPMorgan Small Cap Blend Fund Class I
AUM$339M
TER0.99%
Holdings241

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JDSCX Mutual Fund Overlap Analysis
JDSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JDSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 241 holdings, JDSCX may share significant positions with broad-market funds.
JDSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JDSCX tax-loss harvesting finds highly correlated but non-identical funds.