JFFIX Mutual Fund
JFFIX Mutual Fund
NAV$34.28
AUM$562M
TER0.49%
Holdings25
See how much of JFFIX you already own
JFFIX Mutual Fund
NAV$34.28
JPMorgan Smartretirement 2055 Fund Class R5
AUM$562M
TER0.49%
Holdings25
See how much of JFFIX you already own
JFFIX Mutual Fund Overlap Analysis
JFFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JFFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, JFFIX may share significant positions with broad-market funds.
JFFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JFFIX tax-loss harvesting finds highly correlated but non-identical funds.