JSAAX Mutual Fund
JSAAX Mutual Fund
NAV$26.66
AUM$524M
TER0.83%
Holdings24
See how much of JSAAX you already own
JSAAX Mutual Fund
NAV$26.66
JPMorgan Smartretirement 2045 Fund Class A
AUM$524M
TER0.83%
Holdings24
See how much of JSAAX you already own
JSAAX Mutual Fund Overlap Analysis
JSAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSAAX may share significant positions with broad-market funds.
JSAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSAAX tax-loss harvesting finds highly correlated but non-identical funds.