JTTPX Mutual Fund
JTTPX Mutual Fund
NAV$15.56
AUM$5M
TER0.84%
Holdings21
JTTPX Mutual Fund
NAV$15.56
JPMorgan Smartretirement 2020 Fund Class R3
AUM$5M
TER0.84%
Holdings21
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.