JPHAX Mutual Fund Analysis & Holdings | MarketXLS

JPHAX Mutual Fund

NAV$7.78

AUM$32M

TER1.01%

Holdings212

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JPHAX Mutual Fund

NAV$7.78

JPMorgan Floating Rate Income Fund Class A

AUM$32M

TER1.01%

Holdings212

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

JPHAX Mutual Fund Overlap Analysis

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

JPHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 212 holdings, JPHAX may share significant positions with broad-market funds.

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