JTSIX Mutual Fund
JTSIX Mutual Fund
NAV$28.31
AUM$792M
TER0.49%
Holdings24
See how much of JTSIX you already own
JTSIX Mutual Fund
NAV$28.31
JPMorgan Smartretirement 2050 Fund Class R5
AUM$792M
TER0.49%
Holdings24
See how much of JTSIX you already own
JTSIX Mutual Fund Overlap Analysis
JTSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JTSIX may share significant positions with broad-market funds.
JTSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTSIX tax-loss harvesting finds highly correlated but non-identical funds.