JSECX Mutual Fund
NAV$13.07
AUM$6M
TER1.76%
Holdings111
JSECX Mutual Fund
NAV$13.07
JPMorgan Small Cap Equity Fund Class C
AUM$6M
TER1.76%
Holdings111
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JSECX Mutual Fund Overlap Analysis
JSECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, JSECX may share significant positions with broad-market funds.
JSECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSECX tax-loss harvesting finds highly correlated but non-identical funds.