JAJVX Mutual Fund
JAJVX Mutual Fund
NAV$16.03
AUM$21,655.74
TER0.90%
Holdings23
See how much of JAJVX you already own
JAJVX Mutual Fund
NAV$16.03
JPMorgan SmartRetirement 2070 Fund Class R3
AUM$21,655.74
TER0.90%
Holdings23
See how much of JAJVX you already own
JAJVX Mutual Fund Overlap Analysis
JAJVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAJVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, JAJVX may share significant positions with broad-market funds.
JAJVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAJVX tax-loss harvesting finds highly correlated but non-identical funds.