JSIAX Mutual Fund Analysis & Holdings | MarketXLS

JSIAX Mutual Fund

NAV$9.90

AUM$23M

TER0.91%

Holdings1,468

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JSIAX Mutual Fund

NAV$9.90

JPMorgan Unconstrained Debt Fund Class A

AUM$23M

TER0.91%

Holdings1,468

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare JSIAX 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 JSIAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSIAX Mutual Fund Overlap Analysis

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

JSIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1468 holdings, JSIAX may share significant positions with broad-market funds.

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