JSMHX Mutual Fund

NAV$25.36

AUM$380,964.34

TER1.40%

Holdings24

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JSMHX Mutual Fund

NAV$25.36

JPMorgan SmartRetirement 2065 Fund Class C Class C

AUM$380,964.34

TER1.40%

Holdings24

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

JSMHX Mutual Fund Overlap Analysis

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

JSMHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSMHX may share significant positions with broad-market funds.

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