JHDAX Mutual Fund

NAV$21.66

AUM$236M

TER0.84%

Holdings163

JHDAX Mutual Fund

NAV$21.66

JPMorgan Hedged Equity 2 Fund Class A

AUM$236M

TER0.84%

Holdings163

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Holdings Overlap Analysis

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

JHDAX Mutual Fund Overlap Analysis

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

JHDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, JHDAX may share significant positions with broad-market funds.

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