JTTSX Mutual Fund
JTTSX Mutual Fund
NAV$15.64
AUM$59M
TER0.59%
Holdings21
See how much of JTTSX you already own
JTTSX Mutual Fund
NAV$15.64
JPMorgan Smartretirement 2020 Fund Class I
AUM$59M
TER0.59%
Holdings21
See how much of JTTSX you already own
JTTSX Mutual Fund Overlap Analysis
JTTSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, JTTSX may share significant positions with broad-market funds.
JTTSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTTSX tax-loss harvesting finds highly correlated but non-identical funds.