JNSYX Mutual Fund
JNSYX Mutual Fund
NAV$18.48
AUM$900M
TER0.35%
Holdings20
See how much of JNSYX you already own
JNSYX Mutual Fund
NAV$18.48
JPMorgan Smartretirement 2025 Fund Class R6
AUM$900M
TER0.35%
Holdings20
See how much of JNSYX you already own
JNSYX Mutual Fund Overlap Analysis
JNSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JNSYX may share significant positions with broad-market funds.
JNSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNSYX tax-loss harvesting finds highly correlated but non-identical funds.