JSOAX Mutual Fund

NAV$11.36

AUM$602M

TER1.00%

Holdings543

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JSOAX Mutual Fund

NAV$11.36

JPMorgan Strategic Income Opportunities Fund Class A

AUM$602M

TER1.00%

Holdings543

See how much of JSOAX you already own

Just $25 once·$99/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 JSOAX 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 JSOAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSOAX Mutual Fund Overlap Analysis

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

JSOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 543 holdings, JSOAX may share significant positions with broad-market funds.

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