JHDCX Mutual Fund
JHDCX Mutual Fund
NAV$21.31
AUM$246M
TER1.34%
Holdings163
See how much of JHDCX you already own
JHDCX Mutual Fund
NAV$21.31
JPMorgan Hedged Equity 2 Fund Class C
AUM$246M
TER1.34%
Holdings163
See how much of JHDCX you already own
JHDCX Mutual Fund Overlap Analysis
JHDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JHDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, JHDCX may share significant positions with broad-market funds.
JHDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JHDCX tax-loss harvesting finds highly correlated but non-identical funds.