JSIMX Mutual Fund

NAV$9.92

AUM$209M

TER0.51%

Holdings1,468

JSIMX Mutual Fund

NAV$9.92

JPMorgan Unconstrained Debt Fund Class R6

AUM$209M

TER0.51%

Holdings1,468

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Holdings Overlap Analysis

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

JSIMX Mutual Fund Overlap Analysis

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

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

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