JSERX Mutual Fund

NAV$51.70

AUM$230M

TER0.80%

Holdings111

JSERX Mutual Fund

NAV$51.70

JPMorgan Small Cap Equity Fund Class R5

AUM$230M

TER0.80%

Holdings111

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JSERX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JSERX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSERX Mutual Fund Overlap Analysis

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

JSERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, JSERX may share significant positions with broad-market funds.

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