JTSAX Mutual Fund Analysis & Holdings | MarketXLS

JTSAX Mutual Fund

NAV$28.08

AUM$442M

TER0.83%

Holdings24

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JTSAX Mutual Fund

NAV$28.08

JPMorgan Smartretirement 2050 Fund Class A

AUM$442M

TER0.83%

Holdings24

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

JTSAX Mutual Fund Overlap Analysis

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

JTSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JTSAX may share significant positions with broad-market funds.

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