JSSRX Mutual Fund Analysis & Holdings | MarketXLS

JSSRX Mutual Fund

NAV$20.42

AUM$547,152.88

TER0.42%

Holdings683

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JSSRX Mutual Fund

NAV$20.42

JPMorgan Smartretirement Blend 2020 Fund Class I

AUM$547,152.88

TER0.42%

Holdings683

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JSSRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JSSRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 683 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.