JSCSX Mutual Fund
JSCSX Mutual Fund
NAV$22.15
AUM$161M
TER0.94%
Holdings639
See how much of JSCSX you already own
JSCSX Mutual Fund
NAV$22.15
JPMorgan US Small Company Fund Class I
AUM$161M
TER0.94%
Holdings639
See how much of JSCSX you already own
JSCSX Mutual Fund Overlap Analysis
JSCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 639 holdings, JSCSX may share significant positions with broad-market funds.
JSCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSCSX tax-loss harvesting finds highly correlated but non-identical funds.