JASSX Mutual Fund
JASSX Mutual Fund
NAV$10.26
AUM$85M
TER1.01%
Holdings868
See how much of JASSX you already own
JASSX Mutual Fund
NAV$10.26
Easterly Income Opportunities Fund Class S
AUM$85M
TER1.01%
Holdings868
See how much of JASSX you already own
JASSX Mutual Fund Overlap Analysis
JASSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JASSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 868 holdings, JASSX may share significant positions with broad-market funds.
JASSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JASSX tax-loss harvesting finds highly correlated but non-identical funds.