JSMKX Mutual Fund
JSMKX Mutual Fund
NAV$25.47
AUM$834,310.1
TER1.15%
Holdings24
See how much of JSMKX you already own
JSMKX Mutual Fund
NAV$25.47
JPMorgan SmartRetirement 2065 Fund Class R2 Class R2
AUM$834,310.1
TER1.15%
Holdings24
See how much of JSMKX you already own
JSMKX Mutual Fund Overlap Analysis
JSMKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSMKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSMKX may share significant positions with broad-market funds.
JSMKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSMKX tax-loss harvesting finds highly correlated but non-identical funds.