JSBSX Mutual Fund

NAV$27.16

AUM$31,428.83

TER0.42%

Holdings16

See how much of JSBSX you already own

Just $25 once·$99/mo·Download sample

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JSBSX Mutual Fund

NAV$27.16

JPMorgan SmartRetirement Blend 2065 Fund Class I Class I

AUM$31,428.83

TER0.42%

Holdings16

See how much of JSBSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JSBSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JSBSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSBSX Mutual Fund Overlap Analysis

JSBSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JSBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JSBSX may share significant positions with broad-market funds.

JSBSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSBSX tax-loss harvesting finds highly correlated but non-identical funds.