JTSQX Mutual Fund
JTSQX Mutual Fund
NAV$28.13
AUM$17M
TER0.64%
Holdings24
See how much of JTSQX you already own
JTSQX Mutual Fund
NAV$28.13
JPMorgan Smartretirement 2050 Fund Class R4
AUM$17M
TER0.64%
Holdings24
See how much of JTSQX you already own
JTSQX Mutual Fund Overlap Analysis
JTSQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTSQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JTSQX may share significant positions with broad-market funds.
JTSQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTSQX tax-loss harvesting finds highly correlated but non-identical funds.