JFFSX Mutual Fund
JFFSX Mutual Fund
NAV$34.22
AUM$69M
TER0.64%
Holdings25
See how much of JFFSX you already own
JFFSX Mutual Fund
NAV$34.22
JPMorgan Smartretirement 2055 Fund Class I
AUM$69M
TER0.64%
Holdings25
See how much of JFFSX you already own
JFFSX Mutual Fund Overlap Analysis
JFFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JFFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, JFFSX may share significant positions with broad-market funds.
JFFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JFFSX tax-loss harvesting finds highly correlated but non-identical funds.