JTTIX Mutual Fund
JTTIX Mutual Fund
NAV$15.65
AUM$218M
TER0.44%
Holdings21
JTTIX Mutual Fund
NAV$15.65
JPMorgan Smartretirement 2020 Fund Class R5
AUM$218M
TER0.44%
Holdings21
JTTIX Mutual Fund Overlap Analysis
JTTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, JTTIX may share significant positions with broad-market funds.
JTTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTTIX tax-loss harvesting finds highly correlated but non-identical funds.