JSRAX Mutual Fund
JSRAX Mutual Fund
NAV$17.22
AUM$481M
TER0.69%
Holdings20
See how much of JSRAX you already own
JSRAX Mutual Fund
NAV$17.22
JPMorgan Smartretirement Income Fund Class A
AUM$481M
TER0.69%
Holdings20
See how much of JSRAX you already own
JSRAX Mutual Fund Overlap Analysis
JSRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JSRAX may share significant positions with broad-market funds.
JSRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSRAX tax-loss harvesting finds highly correlated but non-identical funds.