JSVIX Mutual Fund
JSVIX Mutual Fund
NAV$9.68
AUM$311M
TER1.40%
Holdings918
See how much of JSVIX you already own
JSVIX Mutual Fund
NAV$9.68
Easterly Income Opportunities Fund Class I
AUM$311M
TER1.40%
Holdings918
See how much of JSVIX you already own
JSVIX Mutual Fund Overlap Analysis
JSVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 918 holdings, JSVIX may share significant positions with broad-market funds.
JSVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSVIX tax-loss harvesting finds highly correlated but non-identical funds.