JSYRX Mutual Fund Analysis & Holdings | MarketXLS

JSYRX Mutual Fund

NAV$20.27

AUM$815M

TER0.17%

Holdings683

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JSYRX Mutual Fund

NAV$20.27

JPMorgan Smartretirement Blend 2020 Fund Class R6

AUM$815M

TER0.17%

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 JSYRX 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 JSYRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSYRX Mutual Fund Overlap Analysis

JSYRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JSYRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 683 holdings, JSYRX may share significant positions with broad-market funds.

JSYRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSYRX tax-loss harvesting finds highly correlated but non-identical funds.