JNABX Mutual Fund
JNABX Mutual Fund
NAV$44.30
AUM$16M
TER0.27%
Holdings16
See how much of JNABX you already own
JNABX Mutual Fund
NAV$44.30
JPMorgan Smartretirement Blend 2050 Fund Class R5
AUM$16M
TER0.27%
Holdings16
See how much of JNABX you already own
JNABX Mutual Fund Overlap Analysis
JNABX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JNABX may share significant positions with broad-market funds.
JNABX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNABX tax-loss harvesting finds highly correlated but non-identical funds.