JTTQX Mutual Fund
JTTQX Mutual Fund
NAV$15.55
AUM$12M
TER0.59%
Holdings21
See how much of JTTQX you already own
JTTQX Mutual Fund
NAV$15.55
JPMorgan Smartretirement 2020 Fund Class R4
AUM$12M
TER0.59%
Holdings21
See how much of JTTQX you already own
JTTQX Mutual Fund Overlap Analysis
JTTQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTTQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, JTTQX may share significant positions with broad-market funds.
JTTQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTTQX tax-loss harvesting finds highly correlated but non-identical funds.