JNTNX Mutual Fund
JNTNX Mutual Fund
NAV$40.17
AUM$51M
TER0.42%
Holdings16
See how much of JNTNX you already own
JNTNX Mutual Fund
NAV$40.17
JPMorgan Smartretirement Blend 2040 Fund Class R4
AUM$51M
TER0.42%
Holdings16
See how much of JNTNX you already own
JNTNX Mutual Fund Overlap Analysis
JNTNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNTNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JNTNX may share significant positions with broad-market funds.
JNTNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNTNX tax-loss harvesting finds highly correlated but non-identical funds.