JAJKX Mutual Fund

NAV$15.97

AUM$115,252.92

TER0.84%

Holdings23

See how much of JAJKX you already own

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JAJKX Mutual Fund

NAV$15.97

JPMorgan SmartRetirement 2070 Fund Class A

AUM$115,252.92

TER0.84%

Holdings23

See how much of JAJKX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JAJKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JAJKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JAJKX Mutual Fund Overlap Analysis

JAJKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JAJKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, JAJKX may share significant positions with broad-market funds.

JAJKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAJKX tax-loss harvesting finds highly correlated but non-identical funds.