JSDSX Mutual Fund

NAV$9.32

AUM$1.9B

TER0.39%

Holdings1,228

JSDSX Mutual Fund

NAV$9.32

JPMorgan Short Duration Core Plus Fund Class I

AUM$1.9B

TER0.39%

Holdings1,228

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Holdings Overlap Analysis

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

JSDSX Mutual Fund Overlap Analysis

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

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

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