JAJSX Mutual Fund
JAJSX Mutual Fund
NAV$15.99
AUM$27,972.33
TER1.40%
Holdings23
See how much of JAJSX you already own
JAJSX Mutual Fund
NAV$15.99
JPMorgan SmartRetirement 2070 Fund Class C
AUM$27,972.33
TER1.40%
Holdings23
See how much of JAJSX you already own
JAJSX Mutual Fund Overlap Analysis
JAJSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAJSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, JAJSX may share significant positions with broad-market funds.
JAJSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAJSX tax-loss harvesting finds highly correlated but non-identical funds.