JTSYX Mutual Fund
JTSYX Mutual Fund
NAV$28.36
AUM$1.3B
TER0.39%
Holdings24
See how much of JTSYX you already own
JTSYX Mutual Fund
NAV$28.36
JPMorgan Smartretirement 2050 Fund Class R6
AUM$1.3B
TER0.39%
Holdings24
See how much of JTSYX you already own
JTSYX Mutual Fund Overlap Analysis
JTSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JTSYX may share significant positions with broad-market funds.
JTSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTSYX tax-loss harvesting finds highly correlated but non-identical funds.