JTSPX Mutual Fund
JTSPX Mutual Fund
NAV$27.75
AUM$15M
TER0.89%
Holdings24
See how much of JTSPX you already own
JTSPX Mutual Fund
NAV$27.75
JPMorgan Smartretirement 2050 Fund Class R3
AUM$15M
TER0.89%
Holdings24
See how much of JTSPX you already own
JTSPX Mutual Fund Overlap Analysis
JTSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JTSPX may share significant positions with broad-market funds.
JTSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTSPX tax-loss harvesting finds highly correlated but non-identical funds.