JSCZX Mutual Fund
JSCZX Mutual Fund
NAV$20.38
AUM$55M
TER1.48%
Holdings639
See how much of JSCZX you already own
JSCZX Mutual Fund
NAV$20.38
JPMorgan US Small Company Fund Class R2
AUM$55M
TER1.48%
Holdings639
See how much of JSCZX you already own
JSCZX Mutual Fund Overlap Analysis
JSCZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSCZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 639 holdings, JSCZX may share significant positions with broad-market funds.
JSCZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSCZX tax-loss harvesting finds highly correlated but non-identical funds.