JDCEX Mutual Fund
JDCEX Mutual Fund
NAV$15.03
AUM$7M
TER2.40%
Holdings14
See how much of JDCEX you already own
JDCEX Mutual Fund
NAV$15.03
Easterly Hedged Equity Fund Class C
AUM$7M
TER2.40%
Holdings14
See how much of JDCEX you already own
JDCEX Mutual Fund Overlap Analysis
JDCEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JDCEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, JDCEX may share significant positions with broad-market funds.
JDCEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JDCEX tax-loss harvesting finds highly correlated but non-identical funds.