JAAYX Mutual Fund
JAAYX Mutual Fund
NAV$34.43
AUM$1.1B
TER0.17%
Holdings16
See how much of JAAYX you already own
JAAYX Mutual Fund
NAV$34.43
JPMorgan SmartRetirement Blend 2060 Fund Class R6
AUM$1.1B
TER0.17%
Holdings16
See how much of JAAYX you already own
JAAYX Mutual Fund Overlap Analysis
JAAYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAAYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JAAYX may share significant positions with broad-market funds.
JAAYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAAYX tax-loss harvesting finds highly correlated but non-identical funds.