JNSIX Mutual Fund
JNSIX Mutual Fund
NAV$18.44
AUM$387M
TER0.45%
Holdings20
See how much of JNSIX you already own
JNSIX Mutual Fund
NAV$18.44
JPMorgan Smartretirement 2025 Fund Class R5
AUM$387M
TER0.45%
Holdings20
See how much of JNSIX you already own
JNSIX Mutual Fund Overlap Analysis
JNSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JNSIX may share significant positions with broad-market funds.
JNSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNSIX tax-loss harvesting finds highly correlated but non-identical funds.