JSDCX Mutual Fund

NAV$9.30

AUM$40M

TER1.14%

Holdings1,228

JSDCX Mutual Fund

NAV$9.30

JPMorgan Short Duration Core Plus Fund Class C

AUM$40M

TER1.14%

Holdings1,228

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Holdings Overlap Analysis

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

JSDCX Mutual Fund Overlap Analysis

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

JSDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1228 holdings, JSDCX may share significant positions with broad-market funds.

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