JMSFX Mutual Fund

NAV$8.45

AUM$5.6B

TER0.39%

Holdings2,396

JMSFX Mutual Fund

NAV$8.45

JPMorgan Income Fund Class R6

AUM$5.6B

TER0.39%

Holdings2,396

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Holdings Overlap Analysis

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

JMSFX Mutual Fund Overlap Analysis

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

JMSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2396 holdings, JMSFX may share significant positions with broad-market funds.

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