JTSSX Mutual Fund
JTSSX Mutual Fund
NAV$28.23
AUM$167M
TER0.64%
Holdings24
See how much of JTSSX you already own
JTSSX Mutual Fund
NAV$28.23
JPMorgan Smartretirement 2050 Fund Class I
AUM$167M
TER0.64%
Holdings24
See how much of JTSSX you already own
JTSSX Mutual Fund Overlap Analysis
JTSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JTSSX may share significant positions with broad-market funds.
JTSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTSSX tax-loss harvesting finds highly correlated but non-identical funds.