JPDAX Mutual Fund

NAV$9.80

AUM$32M

TER0.87%

Holdings165

JPDAX Mutual Fund

NAV$9.80

JPMorgan Preferred and Income Securities Fund Class A

AUM$32M

TER0.87%

Holdings165

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare JPDAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JPDAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JPDAX Mutual Fund Overlap Analysis

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

JPDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 165 holdings, JPDAX may share significant positions with broad-market funds.

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