JHDRX Mutual Fund

NAV$21.72

AUM$986M

TER0.34%

Holdings163

JHDRX Mutual Fund

NAV$21.72

JPMorgan Hedged Equity 2 Fund Class R6

AUM$986M

TER0.34%

Holdings163

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Holdings Overlap Analysis

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

JHDRX Mutual Fund Overlap Analysis

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

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

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