JNTEX Mutual Fund
JNTEX Mutual Fund
NAV$40.65
AUM$14M
TER0.67%
Holdings16
JNTEX Mutual Fund
NAV$40.65
JPMorgan Smartretirement Blend 2040 Fund Class R3
AUM$14M
TER0.67%
Holdings16
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.