EMRSX Mutual Fund Analysis & Holdings | MarketXLS

EMRSX Mutual Fund

NAV$25.72

AUM$1.6B

TER0.35%

Holdings340

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EMRSX Mutual Fund

NAV$25.72

JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6

AUM$1.6B

TER0.35%

Holdings340

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

EMRSX Mutual Fund Overlap Analysis

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

EMRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 340 holdings, EMRSX may share significant positions with broad-market funds.

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