JTTAX Mutual Fund
JTTAX Mutual Fund
NAV$15.55
AUM$243M
TER0.75%
Holdings21
See how much of JTTAX you already own
JTTAX Mutual Fund
NAV$15.55
JPMorgan Smartretirement 2020 Fund Class A
AUM$243M
TER0.75%
Holdings21
See how much of JTTAX you already own
JTTAX Mutual Fund Overlap Analysis
JTTAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, JTTAX may share significant positions with broad-market funds.
JTTAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTTAX tax-loss harvesting finds highly correlated but non-identical funds.