JSMNX Mutual Fund
JSMNX Mutual Fund
NAV$21.06
AUM$16M
TER0.85%
Holdings22
See how much of JSMNX you already own
JSMNX Mutual Fund
NAV$21.06
JPMorgan Smartretirement 2030 Fund Class R3
AUM$16M
TER0.85%
Holdings22
See how much of JSMNX you already own
JSMNX Mutual Fund Overlap Analysis
JSMNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSMNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, JSMNX may share significant positions with broad-market funds.
JSMNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSMNX tax-loss harvesting finds highly correlated but non-identical funds.