JSDRX Mutual Fund

NAV$9.18

AUM$4.0B

TER0.33%

Holdings1,326

See how much of JSDRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

JSDRX Mutual Fund

NAV$9.18

JPMorgan Short Duration Core Plus Fund Class R6

AUM$4.0B

TER0.33%

Holdings1,326

See how much of JSDRX you already own

Just $25 once·$99/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 JSDRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

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

JSDRX Mutual Fund Overlap Analysis

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

JSDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1326 holdings, JSDRX may share significant positions with broad-market funds.

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