USMSX Mutual Fund

NAV$10.01

AUM$122M

TER0.38%

Holdings1,095

See how much of USMSX you already own

Just $25 once·$99/mo·Download sample

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USMSX Mutual Fund

NAV$10.01

JPMorgan Ultra-Short Municipal Fund Class A

AUM$122M

TER0.38%

Holdings1,095

See how much of USMSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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.