JSOSX Mutual Fund
JSOSX Mutual Fund
NAV$11.45
AUM$6.7B
TER0.75%
Holdings875
See how much of JSOSX you already own
JSOSX Mutual Fund
NAV$11.45
JPMorgan Strategic Income Opportunities Fund Class I
AUM$6.7B
TER0.75%
Holdings875
See how much of JSOSX you already own
JSOSX Mutual Fund Overlap Analysis
JSOSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSOSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 875 holdings, JSOSX may share significant positions with broad-market funds.
JSOSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSOSX tax-loss harvesting finds highly correlated but non-identical funds.