JUSPX Mutual Fund

NAV$20.83

AUM$46M

TER1.22%

Holdings639

JUSPX Mutual Fund

NAV$20.83

JPMorgan US Small Company Fund Class R3

AUM$46M

TER1.22%

Holdings639

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Holdings Overlap Analysis

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

JUSPX Mutual Fund Overlap Analysis

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

JUSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 639 holdings, JUSPX may share significant positions with broad-market funds.

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