JTTCX Mutual Fund
JTTCX Mutual Fund
NAV$15.53
AUM$3M
TER1.34%
Holdings21
JTTCX Mutual Fund
NAV$15.53
JPMorgan Smartretirement 2020 Fund Class C
AUM$3M
TER1.34%
Holdings21
JTTCX Mutual Fund Overlap Analysis
JTTCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTTCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, JTTCX may share significant positions with broad-market funds.
JTTCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTTCX tax-loss harvesting finds highly correlated but non-identical funds.