JAJYX Mutual Fund
JAJYX Mutual Fund
NAV$16.03
AUM$982,969.81
TER0.65%
Holdings23
See how much of JAJYX you already own
JAJYX Mutual Fund
NAV$16.03
JPMorgan SmartRetirement 2070 Fund Class R4
AUM$982,969.81
TER0.65%
Holdings23
See how much of JAJYX you already own
JAJYX Mutual Fund Overlap Analysis
JAJYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAJYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, JAJYX may share significant positions with broad-market funds.
JAJYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAJYX tax-loss harvesting finds highly correlated but non-identical funds.