JMSIX Mutual Fund

NAV$8.45

AUM$10.1B

TER0.40%

Holdings2,396

JMSIX Mutual Fund

NAV$8.45

JPMorgan Income Fund Class I

AUM$10.1B

TER0.40%

Holdings2,396

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Holdings Overlap Analysis

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

JMSIX Mutual Fund Overlap Analysis

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

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

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