JAABX Mutual Fund
JAABX Mutual Fund
NAV$33.75
AUM$7M
TER0.27%
Holdings16
See how much of JAABX you already own
JAABX Mutual Fund
NAV$33.75
JPMorgan SmartRetirement Blend 2060 Fund Class R5
AUM$7M
TER0.27%
Holdings16
See how much of JAABX you already own
JAABX Mutual Fund Overlap Analysis
JAABX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JAABX may share significant positions with broad-market funds.
JAABX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAABX tax-loss harvesting finds highly correlated but non-identical funds.