JNARX Mutual Fund
JNARX Mutual Fund
NAV$43.94
AUM$35,919.5
TER0.92%
Holdings16
JNARX Mutual Fund
NAV$43.94
JPMorgan Smartretirement Blend 2045 Fund Class R2
AUM$35,919.5
TER0.92%
Holdings16
JNARX Mutual Fund Overlap Analysis
JNARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JNARX may share significant positions with broad-market funds.
JNARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNARX tax-loss harvesting finds highly correlated but non-identical funds.