JSORX Mutual Fund

NAV$11.44

AUM$54M

TER0.60%

Holdings875

JSORX Mutual Fund

NAV$11.44

JPMorgan Strategic Income Opportunities Fund Class R5

AUM$54M

TER0.60%

Holdings875

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Holdings Overlap Analysis

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

JSORX Mutual Fund Overlap Analysis

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

JSORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 875 holdings, JSORX may share significant positions with broad-market funds.

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