JTTLX Mutual Fund
JTTLX Mutual Fund
NAV$42.93
AUM$24M
TER0.42%
Holdings16
See how much of JTTLX you already own
JTTLX Mutual Fund
NAV$42.93
JPMorgan Smartretirement Blend 2055 Fund Class R4
AUM$24M
TER0.42%
Holdings16
See how much of JTTLX you already own
JTTLX Mutual Fund Overlap Analysis
JTTLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTTLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JTTLX may share significant positions with broad-market funds.
JTTLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTTLX tax-loss harvesting finds highly correlated but non-identical funds.