JSTLX Mutual Fund
JSTLX Mutual Fund
NAV$20.27
AUM$14M
TER0.42%
Holdings679
See how much of JSTLX you already own
JSTLX Mutual Fund
NAV$20.27
JPMorgan Smartretirement Blend 2020 Fund Class R4
AUM$14M
TER0.42%
Holdings679
See how much of JSTLX you already own
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 679 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.