JBSSX Mutual Fund
JBSSX Mutual Fund
NAV$26.86
AUM$4M
TER0.42%
Holdings954
See how much of JBSSX you already own
JBSSX Mutual Fund
NAV$26.86
JPMorgan Smartretirement Blend 2025 Fund Class I
AUM$4M
TER0.42%
Holdings954
See how much of JBSSX you already own
JBSSX Mutual Fund Overlap Analysis
JBSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JBSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 954 holdings, JBSSX may share significant positions with broad-market funds.
JBSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JBSSX tax-loss harvesting finds highly correlated but non-identical funds.