JSDHX Mutual Fund

NAV$9.36

AUM$567M

TER0.64%

Holdings1,228

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Just $25 once·$69/mo·Download sample

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JSDHX Mutual Fund

NAV$9.36

JPMorgan Short Duration Core Plus Fund Class A

AUM$567M

TER0.64%

Holdings1,228

See how much of JSDHX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JSDHX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JSDHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSDHX Mutual Fund Overlap Analysis

JSDHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JSDHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1228 holdings, JSDHX may share significant positions with broad-market funds.

JSDHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSDHX tax-loss harvesting finds highly correlated but non-identical funds.