JSMMX Mutual Fund
JSMMX Mutual Fund
NAV$25.69
AUM$35M
TER0.50%
Holdings24
See how much of JSMMX you already own
JSMMX Mutual Fund
NAV$25.69
JPMorgan SmartRetirement 2065 Fund Class R5 Class R5
AUM$35M
TER0.50%
Holdings24
See how much of JSMMX you already own
JSMMX Mutual Fund Overlap Analysis
JSMMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSMMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSMMX may share significant positions with broad-market funds.
JSMMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSMMX tax-loss harvesting finds highly correlated but non-identical funds.