JNTEX Mutual Fund
JNTEX Mutual Fund
NAV$40.12
AUM$15M
TER0.67%
Holdings16
See how much of JNTEX you already own
JNTEX Mutual Fund
NAV$40.12
JPMorgan Smartretirement Blend 2040 Fund Class R3
AUM$15M
TER0.67%
Holdings16
See how much of JNTEX you already own
JNTEX Mutual Fund Overlap Analysis
JNTEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNTEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JNTEX may share significant positions with broad-market funds.
JNTEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNTEX tax-loss harvesting finds highly correlated but non-identical funds.