JSAYX Mutual Fund
JSAYX Mutual Fund
NAV$26.97
AUM$1.4B
TER0.39%
Holdings24
See how much of JSAYX you already own
JSAYX Mutual Fund
NAV$26.97
JPMorgan Smartretirement 2045 Fund Class R6
AUM$1.4B
TER0.39%
Holdings24
See how much of JSAYX you already own
JSAYX Mutual Fund Overlap Analysis
JSAYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSAYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSAYX may share significant positions with broad-market funds.
JSAYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSAYX tax-loss harvesting finds highly correlated but non-identical funds.