JSAZX Mutual Fund
JSAZX Mutual Fund
NAV$26.29
AUM$152M
TER1.14%
Holdings24
See how much of JSAZX you already own
JSAZX Mutual Fund
NAV$26.29
JPMorgan Smartretirement 2045 Fund Class R2
AUM$152M
TER1.14%
Holdings24
See how much of JSAZX you already own
JSAZX Mutual Fund Overlap Analysis
JSAZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSAZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSAZX may share significant positions with broad-market funds.
JSAZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSAZX tax-loss harvesting finds highly correlated but non-identical funds.