JNSZX Mutual Fund
JNSZX Mutual Fund
NAV$18.16
AUM$89M
TER1.10%
Holdings20
See how much of JNSZX you already own
JNSZX Mutual Fund
NAV$18.16
JPMorgan Smartretirement 2025 Fund Class R2
AUM$89M
TER1.10%
Holdings20
See how much of JNSZX you already own
JNSZX Mutual Fund Overlap Analysis
JNSZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNSZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JNSZX may share significant positions with broad-market funds.
JNSZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNSZX tax-loss harvesting finds highly correlated but non-identical funds.