JTSZX Mutual Fund
JTSZX Mutual Fund
NAV$26.85
AUM$142M
TER1.14%
Holdings24
See how much of JTSZX you already own
JTSZX Mutual Fund
NAV$26.85
JPMorgan Smartretirement 2050 Fund Class R2
AUM$142M
TER1.14%
Holdings24
See how much of JTSZX you already own
JTSZX Mutual Fund Overlap Analysis
JTSZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTSZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JTSZX may share significant positions with broad-market funds.
JTSZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTSZX tax-loss harvesting finds highly correlated but non-identical funds.