JSEZX Mutual Fund
JSEZX Mutual Fund
NAV$34.17
AUM$4M
TER1.49%
Holdings111
See how much of JSEZX you already own
JSEZX Mutual Fund
NAV$34.17
JPMorgan Small Cap Equity Fund Class R2
AUM$4M
TER1.49%
Holdings111
See how much of JSEZX you already own
JSEZX Mutual Fund Overlap Analysis
JSEZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSEZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, JSEZX may share significant positions with broad-market funds.
JSEZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSEZX tax-loss harvesting finds highly correlated but non-identical funds.