JUSRX Mutual Fund

NAV$28.88

AUM$986M

TER0.54%

Holdings56

JUSRX Mutual Fund

NAV$28.88

JPMorgan US Equity Fund Class R5

AUM$986M

TER0.54%

Holdings56

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Holdings Overlap Analysis

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

JUSRX Mutual Fund Overlap Analysis

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

JUSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, JUSRX may share significant positions with broad-market funds.

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