JTSAX Mutual Fund
JTSAX Mutual Fund
NAV$27.67
AUM$436M
TER0.83%
Holdings24
See how much of JTSAX you already own
JTSAX Mutual Fund
NAV$27.67
JPMorgan Smartretirement 2050 Fund Class A
AUM$436M
TER0.83%
Holdings24
See how much of JTSAX you already own
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.