JIVRX Mutual Fund Holdings Overlap Calculator | MarketXLS

JIVRX Mutual Fund

NAV$29.38

AUM$305,770.32

TER0.44%

Holdings111

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JIVRX Mutual Fund

NAV$29.38

JPMorgan US Applied Data Science Value Fund Class R5

AUM$305,770.32

TER0.44%

Holdings111

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JIVRX 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 JIVRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JIVRX Mutual Fund Overlap Analysis

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

JIVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, JIVRX may share significant positions with broad-market funds.

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