JSVPX Mutual Fund
JSVPX Mutual Fund
NAV$31.17
AUM$17M
TER1.24%
Holdings489
JSVPX Mutual Fund
NAV$31.17
JPMorgan Small Cap Value Fund Class R3
AUM$17M
TER1.24%
Holdings489
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.