JSAIX Mutual Fund
JSAIX Mutual Fund
NAV$26.88
AUM$685M
TER0.49%
Holdings24
See how much of JSAIX you already own
JSAIX Mutual Fund
NAV$26.88
JPMorgan Smartretirement 2045 Fund Class R5
AUM$685M
TER0.49%
Holdings24
See how much of JSAIX you already own
JSAIX Mutual Fund Overlap Analysis
JSAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSAIX may share significant positions with broad-market funds.
JSAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSAIX tax-loss harvesting finds highly correlated but non-identical funds.