JSCHX Mutual Fund
JSCHX Mutual Fund
NAV$38.48
AUM$730M
TER0.74%
Holdings238
See how much of JSCHX you already own
JSCHX Mutual Fund
NAV$38.48
JPMorgan Small Cap Blend Fund Class R6
AUM$730M
TER0.74%
Holdings238
See how much of JSCHX you already own
JSCHX Mutual Fund Overlap Analysis
JSCHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSCHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 238 holdings, JSCHX may share significant positions with broad-market funds.
JSCHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSCHX tax-loss harvesting finds highly correlated but non-identical funds.