JPDRX Mutual Fund

NAV$9.79

AUM$1.2B

TER0.57%

Holdings165

JPDRX Mutual Fund

NAV$9.79

JPMorgan Preferred and Income Securities Fund Class R6

AUM$1.2B

TER0.57%

Holdings165

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Holdings Overlap Analysis

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

JPDRX Mutual Fund Overlap Analysis

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

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

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