JSVQX Mutual Fund
JSVQX Mutual Fund
NAV$32.82
AUM$57,438.37
TER0.99%
Holdings493
See how much of JSVQX you already own
JSVQX Mutual Fund
NAV$32.82
JPMorgan Small Cap Value Fund Class R4
AUM$57,438.37
TER0.99%
Holdings493
See how much of JSVQX you already own
JSVQX Mutual Fund Overlap Analysis
JSVQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSVQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 493 holdings, JSVQX may share significant positions with broad-market funds.
JSVQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSVQX tax-loss harvesting finds highly correlated but non-identical funds.