JAKEX Mutual Fund

NAV$16.25

AUM$21,912.47

TER0.92%

Holdings14

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Just $25 once·$99/mo·Download sample

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JAKEX Mutual Fund

NAV$16.25

JPMorgan SmartRetirement Blend 2070 Fund Class R2

AUM$21,912.47

TER0.92%

Holdings14

See how much of JAKEX 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 JAKEX 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 JAKEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JAKEX Mutual Fund Overlap Analysis

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

JAKEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, JAKEX may share significant positions with broad-market funds.

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