JDVSX Mutual Fund

NAV$16.24

AUM$34M

TER0.71%

Holdings1,231

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Just $25 once·$69/mo·Download sample

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JDVSX Mutual Fund

NAV$16.24

JPMorgan Diversified Fund Class I

AUM$34M

TER0.71%

Holdings1,231

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

JDVSX Mutual Fund Overlap Analysis

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

JDVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1231 holdings, JDVSX may share significant positions with broad-market funds.

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