JSMDX Mutual Fund

NAV$27.21

AUM$4M

TER0.27%

Holdings16

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JSMDX Mutual Fund

NAV$27.21

JPMorgan SmartRetirement Blend 2065 Fund Class R5 Class R5

AUM$4M

TER0.27%

Holdings16

See how much of JSMDX 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 JSMDX 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 JSMDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSMDX Mutual Fund Overlap Analysis

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

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

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