JHDFX Mutual Fund
JHDFX Mutual Fund
NAV$21.69
AUM$1M
TER0.45%
Holdings163
See how much of JHDFX you already own
JHDFX Mutual Fund
NAV$21.69
JPMorgan Hedged Equity 2 Fund Class R5
AUM$1M
TER0.45%
Holdings163
See how much of JHDFX you already own
JHDFX Mutual Fund Overlap Analysis
JHDFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JHDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, JHDFX may share significant positions with broad-market funds.
JHDFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JHDFX tax-loss harvesting finds highly correlated but non-identical funds.