JSTKX Mutual Fund
JSTKX Mutual Fund
NAV$20.65
AUM$1M
TER0.67%
Holdings683
JSTKX Mutual Fund
NAV$20.65
JPMorgan Smartretirement Blend 2020 Fund Class R3
AUM$1M
TER0.67%
Holdings683
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 683 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.