JUSSX Mutual Fund
JUSSX Mutual Fund
NAV$21.01
AUM$269M
TER0.81%
Holdings621
See how much of JUSSX you already own
JUSSX Mutual Fund
NAV$21.01
JPMorgan US Small Company Fund Class L
AUM$269M
TER0.81%
Holdings621
See how much of JUSSX you already own
JUSSX Mutual Fund Overlap Analysis
JUSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JUSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 621 holdings, JUSSX may share significant positions with broad-market funds.
JUSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JUSSX tax-loss harvesting finds highly correlated but non-identical funds.