JSOSX Mutual Fund

NAV$11.42

AUM$6.7B

TER0.75%

Holdings875

JSOSX Mutual Fund

NAV$11.42

JPMorgan Strategic Income Opportunities Fund Class I

AUM$6.7B

TER0.75%

Holdings875

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JSOSX Mutual Fund Overlap Analysis

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

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

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