JHDAX Mutual Fund
JHDAX Mutual Fund
NAV$21.45
AUM$239M
TER0.84%
Holdings163
See how much of JHDAX you already own
JHDAX Mutual Fund
NAV$21.45
JPMorgan Hedged Equity 2 Fund Class A
AUM$239M
TER0.84%
Holdings163
See how much of JHDAX you already own
JHDAX Mutual Fund Overlap Analysis
JHDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JHDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, JHDAX may share significant positions with broad-market funds.
JHDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JHDAX tax-loss harvesting finds highly correlated but non-identical funds.