JSACX Mutual Fund
JSACX Mutual Fund
NAV$25.88
AUM$7M
TER1.39%
Holdings24
See how much of JSACX you already own
JSACX Mutual Fund
NAV$25.88
JPMorgan Smartretirement 2045 Fund Class C
AUM$7M
TER1.39%
Holdings24
See how much of JSACX you already own
JSACX Mutual Fund Overlap Analysis
JSACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSACX may share significant positions with broad-market funds.
JSACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSACX tax-loss harvesting finds highly correlated but non-identical funds.