JDSEX Mutual Fund

NAV$16.92

AUM$499,684.15

TER1.14%

Holdings21

See how much of JDSEX you already own

Just $25 once·$69/mo·Download sample

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JDSEX Mutual Fund

NAV$16.92

Easterly Hedged Equity Fund Class S

AUM$499,684.15

TER1.14%

Holdings21

See how much of JDSEX you already own

Just $25 once·$69/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 JDSEX 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 JDSEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JDSEX Mutual Fund Overlap Analysis

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

JDSEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, JDSEX may share significant positions with broad-market funds.

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