JSCZX Mutual Fund

NAV$19.64

AUM$54M

TER1.48%

Holdings639

JSCZX Mutual Fund

NAV$19.64

JPMorgan US Small Company Fund Class R2

AUM$54M

TER1.48%

Holdings639

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Holdings Overlap Analysis

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

JSCZX Mutual Fund Overlap Analysis

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

JSCZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 639 holdings, JSCZX may share significant positions with broad-market funds.

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