JFFYX Mutual Fund
JFFYX Mutual Fund
NAV$34.38
AUM$890M
TER0.39%
Holdings25
See how much of JFFYX you already own
JFFYX Mutual Fund
NAV$34.38
JPMorgan Smartretirement 2055 Fund Class R6
AUM$890M
TER0.39%
Holdings25
See how much of JFFYX you already own
JFFYX Mutual Fund Overlap Analysis
JFFYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JFFYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, JFFYX may share significant positions with broad-market funds.
JFFYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JFFYX tax-loss harvesting finds highly correlated but non-identical funds.