JSVPX Mutual Fund
JSVPX Mutual Fund
NAV$29.88
AUM$16M
TER1.24%
Holdings489
See how much of JSVPX you already own
JSVPX Mutual Fund
NAV$29.88
JPMorgan Small Cap Value Fund Class R3
AUM$16M
TER1.24%
Holdings489
See how much of JSVPX you already own
JSVPX Mutual Fund Overlap Analysis
JSVPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSVPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 489 holdings, JSVPX may share significant positions with broad-market funds.
JSVPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSVPX tax-loss harvesting finds highly correlated but non-identical funds.