JSBZX Mutual Fund

NAV$26.98

AUM$30,990.03

TER0.92%

Holdings16

See how much of JSBZX you already own

Just $25 once·$99/mo·Download sample

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JSBZX Mutual Fund

NAV$26.98

JPMorgan SmartRetirement Blend 2065 Fund Class R2 Class R2

AUM$30,990.03

TER0.92%

Holdings16

See how much of JSBZX 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 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.