JHDCX Mutual Fund

NAV$21.53

AUM$242M

TER1.34%

Holdings163

JHDCX Mutual Fund

NAV$21.53

JPMorgan Hedged Equity 2 Fund Class C

AUM$242M

TER1.34%

Holdings163

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JHDCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JHDCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JHDCX Mutual Fund Overlap Analysis

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

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

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