JSDSX Mutual Fund

NAV$9.36

AUM$2.0B

TER0.39%

Holdings1,228

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JSDSX Mutual Fund

NAV$9.36

JPMorgan Short Duration Core Plus Fund Class I

AUM$2.0B

TER0.39%

Holdings1,228

See how much of JSDSX 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 JSDSX 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 JSDSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 1228 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.