JTTUX Mutual Fund
JTTUX Mutual Fund
NAV$43.68
AUM$4M
TER0.67%
Holdings16
See how much of JTTUX you already own
JTTUX Mutual Fund
NAV$43.68
JPMorgan Smartretirement Blend 2055 Fund Class R3
AUM$4M
TER0.67%
Holdings16
See how much of JTTUX you already own
JTTUX Mutual Fund Overlap Analysis
JTTUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTTUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JTTUX may share significant positions with broad-market funds.
JTTUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTTUX tax-loss harvesting finds highly correlated but non-identical funds.