USMSX Mutual Fund

NAV$10.02

AUM$130M

TER0.38%

Holdings1,095

USMSX Mutual Fund

NAV$10.02

JPMorgan Ultra-Short Municipal Fund Class A

AUM$130M

TER0.38%

Holdings1,095

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Holdings Overlap Analysis

Compare USMSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings USMSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

USMSX Mutual Fund Overlap Analysis

USMSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

USMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1095 holdings, USMSX may share significant positions with broad-market funds.

USMSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. USMSX tax-loss harvesting finds highly correlated but non-identical funds.