JSRSX Mutual Fund
JSRSX Mutual Fund
NAV$17.12
AUM$115M
TER0.57%
Holdings20
See how much of JSRSX you already own
JSRSX Mutual Fund
NAV$17.12
JPMorgan Smartretirement Income Fund Class I
AUM$115M
TER0.57%
Holdings20
See how much of JSRSX you already own
JSRSX Mutual Fund Overlap Analysis
JSRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JSRSX may share significant positions with broad-market funds.
JSRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSRSX tax-loss harvesting finds highly correlated but non-identical funds.