JPDIX Mutual Fund

NAV$9.79

AUM$948M

TER0.62%

Holdings165

JPDIX Mutual Fund

NAV$9.79

JPMorgan Preferred and Income Securities Fund Class I

AUM$948M

TER0.62%

Holdings165

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare JPDIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JPDIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JPDIX Mutual Fund Overlap Analysis

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

JPDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 165 holdings, JPDIX may share significant positions with broad-market funds.

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