JSVUX Mutual Fund
JSVUX Mutual Fund
NAV$35.13
AUM$851M
TER0.74%
Holdings489
JSVUX Mutual Fund
NAV$35.13
JPMorgan Small Cap Value Fund Class R6
AUM$851M
TER0.74%
Holdings489
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.