JSTKX Mutual Fund
JSTKX Mutual Fund
NAV$20.65
AUM$1M
TER0.67%
Holdings679
See how much of JSTKX you already own
JSTKX Mutual Fund
NAV$20.65
JPMorgan Smartretirement Blend 2020 Fund Class R3
AUM$1M
TER0.67%
Holdings679
See how much of JSTKX you already own
JSTKX Mutual Fund Overlap Analysis
JSTKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSTKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 679 holdings, JSTKX may share significant positions with broad-market funds.
JSTKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSTKX tax-loss harvesting finds highly correlated but non-identical funds.