JTTYX Mutual Fund

NAV$15.64

AUM$482M

TER0.34%

Holdings21

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$99/yr Pro · 7-day refund

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JTTYX Mutual Fund

NAV$15.64

JPMorgan Smartretirement 2020 Fund Class R6

AUM$482M

TER0.34%

Holdings21

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JTTYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JTTYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JTTYX Mutual Fund Overlap Analysis

JTTYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JTTYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, JTTYX may share significant positions with broad-market funds.

JTTYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTTYX tax-loss harvesting finds highly correlated but non-identical funds.