JSBZX Mutual Fund

NAV$26.91

AUM$28,857.17

TER0.92%

Holdings16

JSBZX Mutual Fund

NAV$26.91

JPMorgan SmartRetirement Blend 2065 Fund Class R2 Class R2

AUM$28,857.17

TER0.92%

Holdings16

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Holdings Overlap Analysis

Compare JSBZX 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 JSBZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSBZX Mutual Fund Overlap Analysis

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

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

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