JMYAX Mutual Fund
JMYAX Mutual Fund
NAV$43.45
AUM$3.3B
TER0.17%
Holdings16
See how much of JMYAX you already own
JMYAX Mutual Fund
NAV$43.45
JPMorgan Smartretirement Blend 2045 Fund Class R6
AUM$3.3B
TER0.17%
Holdings16
See how much of JMYAX you already own
JMYAX Mutual Fund Overlap Analysis
JMYAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JMYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JMYAX may share significant positions with broad-market funds.
JMYAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JMYAX tax-loss harvesting finds highly correlated but non-identical funds.