JPYRX Mutual Fund
JPYRX Mutual Fund
NAV$36.56
AUM$3.8B
TER0.17%
Holdings899
See how much of JPYRX you already own
JPYRX Mutual Fund
NAV$36.56
JPMorgan Smartretirement Blend 2035 Fund Class R6
AUM$3.8B
TER0.17%
Holdings899
See how much of JPYRX you already own
JPYRX Mutual Fund Overlap Analysis
JPYRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JPYRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 899 holdings, JPYRX may share significant positions with broad-market funds.
JPYRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JPYRX tax-loss harvesting finds highly correlated but non-identical funds.