JSMLX Mutual Fund

NAV$25.40

AUM$60,937.16

TER0.65%

Holdings24

See how much of JSMLX you already own

Just $25 once·$99/mo·Download sample

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JSMLX Mutual Fund

NAV$25.40

JPMorgan SmartRetirement 2065 Fund Class R4 Class R4

AUM$60,937.16

TER0.65%

Holdings24

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

JSMLX Mutual Fund Overlap Analysis

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

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

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