JPHCX Mutual Fund

NAV$7.74

AUM$2M

TER1.51%

Holdings212

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JPHCX Mutual Fund

NAV$7.74

JPMorgan Floating Rate Income Fund Class C

AUM$2M

TER1.51%

Holdings212

See inside every fund you own

$99/yr 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 JPHCX 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 JPHCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JPHCX Mutual Fund Overlap Analysis

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

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

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