JFFRX Mutual Fund
JFFRX Mutual Fund
NAV$33.56
AUM$125M
TER1.14%
Holdings25
See how much of JFFRX you already own
JFFRX Mutual Fund
NAV$33.56
JPMorgan Smartretirement 2055 Fund Class R2
AUM$125M
TER1.14%
Holdings25
See how much of JFFRX you already own
JFFRX Mutual Fund Overlap Analysis
JFFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JFFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, JFFRX may share significant positions with broad-market funds.
JFFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JFFRX tax-loss harvesting finds highly correlated but non-identical funds.