JSCSX Mutual Fund
JSCSX Mutual Fund
NAV$22.82
AUM$162M
TER0.94%
Holdings639
JSCSX Mutual Fund
NAV$22.82
JPMorgan US Small Company Fund Class I
AUM$162M
TER0.94%
Holdings639
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.