JSOZX Mutual Fund

NAV$11.45

AUM$1.8B

TER0.50%

Holdings875

JSOZX Mutual Fund

NAV$11.45

JPMorgan Strategic Income Opportunities Fund Class R6

AUM$1.8B

TER0.50%

Holdings875

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Holdings Overlap Analysis

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

JSOZX Mutual Fund Overlap Analysis

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

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

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