JSOZX Mutual Fund

NAV$11.45

AUM$1.8B

TER0.50%

Holdings875

See how much of JSOZX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

JSOZX Mutual Fund

NAV$11.45

JPMorgan Strategic Income Opportunities Fund Class R6

AUM$1.8B

TER0.50%

Holdings875

See how much of JSOZX 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 JSOZX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JSOZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSOZX Mutual Fund Overlap Analysis

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

JSOZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 875 holdings, JSOZX may share significant positions with broad-market funds.

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