JTTPX Mutual Fund
JTTPX Mutual Fund
NAV$15.56
AUM$5M
TER0.84%
Holdings21
See how much of JTTPX you already own
JTTPX Mutual Fund
NAV$15.56
JPMorgan Smartretirement 2020 Fund Class R3
AUM$5M
TER0.84%
Holdings21
See how much of JTTPX you already own
JTTPX Mutual Fund Overlap Analysis
JTTPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, JTTPX may share significant positions with broad-market funds.
JTTPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTTPX tax-loss harvesting finds highly correlated but non-identical funds.