JPRRX Mutual Fund

NAV$36.38

AUM$331,710.57

TER0.92%

Holdings899

See how much of JPRRX you already own

Just $25 once·$99/mo·Download sample

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JPRRX Mutual Fund

NAV$36.38

JPMorgan Smartretirement Blend 2035 Fund Class R2

AUM$331,710.57

TER0.92%

Holdings899

See how much of JPRRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JPRRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JPRRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JPRRX Mutual Fund Overlap Analysis

JPRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JPRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 899 holdings, JPRRX may share significant positions with broad-market funds.

JPRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JPRRX tax-loss harvesting finds highly correlated but non-identical funds.