JIORX Mutual Fund

NAV$20.22

AUM$134,672.79

TER0.92%

Holdings683

JIORX Mutual Fund

NAV$20.22

JPMorgan Smartretirement Blend 2020 Fund Class R2

AUM$134,672.79

TER0.92%

Holdings683

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JIORX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JIORX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JIORX Mutual Fund Overlap Analysis

JIORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JIORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 683 holdings, JIORX may share significant positions with broad-market funds.

JIORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JIORX tax-loss harvesting finds highly correlated but non-identical funds.