JHDFX Mutual Fund

NAV$21.70

AUM$1M

TER0.45%

Holdings163

JHDFX Mutual Fund

NAV$21.70

JPMorgan Hedged Equity 2 Fund Class R5

AUM$1M

TER0.45%

Holdings163

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Holdings Overlap Analysis

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

JHDFX Mutual Fund Overlap Analysis

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

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

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