JSAPX Mutual Fund
JSAPX Mutual Fund
NAV$26.42
AUM$18M
TER0.89%
Holdings24
See how much of JSAPX you already own
JSAPX Mutual Fund
NAV$26.42
JPMorgan Smartretirement 2045 Fund Class R3
AUM$18M
TER0.89%
Holdings24
See how much of JSAPX you already own
JSAPX Mutual Fund Overlap Analysis
JSAPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSAPX may share significant positions with broad-market funds.
JSAPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSAPX tax-loss harvesting finds highly correlated but non-identical funds.