JTTCX Mutual Fund
JTTCX Mutual Fund
NAV$15.53
AUM$3M
TER1.34%
Holdings21
See how much of JTTCX you already own
JTTCX Mutual Fund
NAV$15.53
JPMorgan Smartretirement 2020 Fund Class C
AUM$3M
TER1.34%
Holdings21
See how much of JTTCX you already own
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.