JACSX Mutual Fund
JACSX Mutual Fund
NAV$34.38
AUM$17M
TER0.42%
Holdings16
See how much of JACSX you already own
JACSX Mutual Fund
NAV$34.38
JPMorgan SmartRetirement Blend 2060 Fund Class I
AUM$17M
TER0.42%
Holdings16
See how much of JACSX you already own
JACSX Mutual Fund Overlap Analysis
JACSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JACSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JACSX may share significant positions with broad-market funds.
JACSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JACSX tax-loss harvesting finds highly correlated but non-identical funds.