JTTIX Mutual Fund
JTTIX Mutual Fund
NAV$15.65
AUM$218M
TER0.44%
Holdings21
See how much of JTTIX you already own
JTTIX Mutual Fund
NAV$15.65
JPMorgan Smartretirement 2020 Fund Class R5
AUM$218M
TER0.44%
Holdings21
See how much of JTTIX you already own
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.