JMNSX Mutual Fund Analysis & Holdings | MarketXLS

JMNSX Mutual Fund

NAV$15.41

AUM$336M

TER2.46%

Holdings316

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JMNSX Mutual Fund

NAV$15.41

JPMorgan Research Market Neutral Fund Class I

AUM$336M

TER2.46%

Holdings316

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

JMNSX Mutual Fund Overlap Analysis

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

JMNSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 316 holdings, JMNSX may share significant positions with broad-market funds.

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