JSVCX Mutual Fund
JSVCX Mutual Fund
NAV$9.87
AUM$4M
TER2.40%
Holdings868
See how much of JSVCX you already own
JSVCX Mutual Fund
NAV$9.87
Easterly Income Opportunities Fund Class C
AUM$4M
TER2.40%
Holdings868
See how much of JSVCX you already own
JSVCX Mutual Fund Overlap Analysis
JSVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 868 holdings, JSVCX may share significant positions with broad-market funds.
JSVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSVCX tax-loss harvesting finds highly correlated but non-identical funds.