JSDSX Mutual Fund
JSDSX Mutual Fund
NAV$9.17
AUM$1.9B
TER0.39%
Holdings1,326
See how much of JSDSX you already own
JSDSX Mutual Fund
NAV$9.17
JPMorgan Short Duration Core Plus Fund Class I
AUM$1.9B
TER0.39%
Holdings1,326
See how much of JSDSX you already own
JSDSX Mutual Fund Overlap Analysis
JSDSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1326 holdings, JSDSX may share significant positions with broad-market funds.
JSDSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSDSX tax-loss harvesting finds highly correlated but non-identical funds.