JDESX Mutual Fund

NAV$53.21

AUM$2.0B

TER0.35%

Holdings164

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Just $25 once·$99/mo·Download sample

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JDESX Mutual Fund

NAV$53.21

JPMorgan US Research Enhanced Equity Fund Class I

AUM$2.0B

TER0.35%

Holdings164

See how much of JDESX 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 JDESX 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 JDESX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JDESX Mutual Fund Overlap Analysis

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

JDESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 164 holdings, JDESX may share significant positions with broad-market funds.

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