JAABX Mutual Fund
JAABX Mutual Fund
NAV$34.55
AUM$7M
TER0.27%
Holdings16
JAABX Mutual Fund
NAV$34.55
JPMorgan SmartRetirement Blend 2060 Fund Class R5
AUM$7M
TER0.27%
Holdings16
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.