JNSPX Mutual Fund
JNSPX Mutual Fund
NAV$18.21
AUM$12M
TER0.85%
Holdings20
See how much of JNSPX you already own
JNSPX Mutual Fund
NAV$18.21
JPMorgan Smartretirement 2025 Fund Class R3
AUM$12M
TER0.85%
Holdings20
See how much of JNSPX you already own
JNSPX Mutual Fund Overlap Analysis
JNSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JNSPX may share significant positions with broad-market funds.
JNSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNSPX tax-loss harvesting finds highly correlated but non-identical funds.