JSASX Mutual Fund
JSASX Mutual Fund
NAV$26.40
AUM$95M
TER0.64%
Holdings24
See how much of JSASX you already own
JSASX Mutual Fund
NAV$26.40
JPMorgan Smartretirement 2045 Fund Class I
AUM$95M
TER0.64%
Holdings24
See how much of JSASX you already own
JSASX Mutual Fund Overlap Analysis
JSASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSASX may share significant positions with broad-market funds.
JSASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSASX tax-loss harvesting finds highly correlated but non-identical funds.