JSIRX Mutual Fund Analysis & Holdings | MarketXLS

JSIRX Mutual Fund

NAV$9.96

AUM$14M

TER0.61%

Holdings1,468

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JSIRX Mutual Fund

NAV$9.96

JPMorgan Unconstrained Debt Fund Class R5

AUM$14M

TER0.61%

Holdings1,468

See inside every fund you own

$149/yr 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 JSIRX 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 JSIRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSIRX Mutual Fund Overlap Analysis

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

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

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