JASVX Mutual Fund

NAV$10.18

AUM$11M

TER1.65%

Holdings868

See how much of JASVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

JASVX Mutual Fund

NAV$10.18

Easterly Income Opportunities Fund Class A

AUM$11M

TER1.65%

Holdings868

See how much of JASVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare JASVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JASVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JASVX Mutual Fund Overlap Analysis

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

JASVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 868 holdings, JASVX may share significant positions with broad-market funds.

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