JSVUX Mutual Fund
JSVUX Mutual Fund
NAV$34.93
AUM$843M
TER0.74%
Holdings489
See how much of JSVUX you already own
JSVUX Mutual Fund
NAV$34.93
JPMorgan Small Cap Value Fund Class R6
AUM$843M
TER0.74%
Holdings489
See how much of JSVUX you already own
JSVUX Mutual Fund Overlap Analysis
JSVUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSVUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 489 holdings, JSVUX may share significant positions with broad-market funds.
JSVUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSVUX tax-loss harvesting finds highly correlated but non-identical funds.