JUSQX Mutual Fund

NAV$21.53

AUM$8M

TER0.97%

Holdings639

JUSQX Mutual Fund

NAV$21.53

JPMorgan US Small Company Fund Class R4

AUM$8M

TER0.97%

Holdings639

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Holdings Overlap Analysis

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

JUSQX Mutual Fund Overlap Analysis

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

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

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