JUSYX Mutual Fund

NAV$21.64

AUM$30M

TER0.81%

Holdings639

JUSYX Mutual Fund

NAV$21.64

JPMorgan US Small Company Fund Class R5

AUM$30M

TER0.81%

Holdings639

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Holdings Overlap Analysis

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

JUSYX Mutual Fund Overlap Analysis

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

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

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