JSAQX Mutual Fund
JSAQX Mutual Fund
NAV$26.82
AUM$4M
TER0.64%
Holdings24
See how much of JSAQX you already own
JSAQX Mutual Fund
NAV$26.82
JPMorgan Smartretirement 2045 Fund Class R4
AUM$4M
TER0.64%
Holdings24
See how much of JSAQX you already own
JSAQX Mutual Fund Overlap Analysis
JSAQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSAQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSAQX may share significant positions with broad-market funds.
JSAQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSAQX tax-loss harvesting finds highly correlated but non-identical funds.