JSSRX Mutual Fund
JSSRX Mutual Fund
NAV$20.42
AUM$547,152.88
TER0.42%
Holdings679
See how much of JSSRX you already own
JSSRX Mutual Fund
NAV$20.42
JPMorgan Smartretirement Blend 2020 Fund Class I
AUM$547,152.88
TER0.42%
Holdings679
See how much of JSSRX you already own
JSSRX Mutual Fund Overlap Analysis
JSSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 679 holdings, JSSRX may share significant positions with broad-market funds.
JSSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSSRX tax-loss harvesting finds highly correlated but non-identical funds.