JSIIX Mutual Fund
JSIIX Mutual Fund
NAV$17.40
AUM$387M
TER0.44%
Holdings20
See how much of JSIIX you already own
JSIIX Mutual Fund
NAV$17.40
JPMorgan Smartretirement Income Fund Class R5
AUM$387M
TER0.44%
Holdings20
See how much of JSIIX you already own
JSIIX Mutual Fund Overlap Analysis
JSIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JSIIX may share significant positions with broad-market funds.
JSIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSIIX tax-loss harvesting finds highly correlated but non-identical funds.