JDSCX Mutual Fund
JDSCX Mutual Fund
NAV$40.45
AUM$337M
TER0.99%
Holdings238
See how much of JDSCX you already own
JDSCX Mutual Fund
NAV$40.45
JPMorgan Small Cap Blend Fund Class I
AUM$337M
TER0.99%
Holdings238
See how much of JDSCX you already own
JDSCX Mutual Fund Overlap Analysis
JDSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JDSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 238 holdings, JDSCX may share significant positions with broad-market funds.
JDSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JDSCX tax-loss harvesting finds highly correlated but non-identical funds.