JHQDX Mutual Fund

NAV$21.69

AUM$3.9B

TER0.59%

Holdings163

JHQDX Mutual Fund

NAV$21.69

JPMorgan Hedged Equity 2 Fund Class I

AUM$3.9B

TER0.59%

Holdings163

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Holdings Overlap Analysis

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

JHQDX Mutual Fund Overlap Analysis

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

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

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