JDEUX Mutual Fund
JDEUX Mutual Fund
NAV$53.11
AUM$9.7B
TER0.25%
Holdings164
See how much of JDEUX you already own
JDEUX Mutual Fund
NAV$53.11
JPMorgan US Research Enhanced Equity Fund Class R6
AUM$9.7B
TER0.25%
Holdings164
See how much of JDEUX you already own
JDEUX Mutual Fund Overlap Analysis
JDEUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JDEUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 164 holdings, JDEUX may share significant positions with broad-market funds.
JDEUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JDEUX tax-loss harvesting finds highly correlated but non-identical funds.