JSTLX Mutual Fund
JSTLX Mutual Fund
NAV$20.27
AUM$14M
TER0.42%
Holdings683
JSTLX Mutual Fund
NAV$20.27
JPMorgan Smartretirement Blend 2020 Fund Class R4
AUM$14M
TER0.42%
Holdings683
JSTLX Mutual Fund Overlap Analysis
JSTLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSTLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 683 holdings, JSTLX may share significant positions with broad-market funds.
JSTLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSTLX tax-loss harvesting finds highly correlated but non-identical funds.