JSDCX Mutual Fund
JSDCX Mutual Fund
NAV$9.20
AUM$39M
TER1.14%
Holdings1,228
See how much of JSDCX you already own
JSDCX Mutual Fund
NAV$9.20
JPMorgan Short Duration Core Plus Fund Class C
AUM$39M
TER1.14%
Holdings1,228
See how much of JSDCX you already own
JSDCX Mutual Fund Overlap Analysis
JSDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1228 holdings, JSDCX may share significant positions with broad-market funds.
JSDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSDCX tax-loss harvesting finds highly correlated but non-identical funds.