JTTYX Mutual Fund
JTTYX Mutual Fund
NAV$15.64
AUM$482M
TER0.34%
Holdings21
See how much of JTTYX you already own
JTTYX Mutual Fund
NAV$15.64
JPMorgan Smartretirement 2020 Fund Class R6
AUM$482M
TER0.34%
Holdings21
See how much of JTTYX you already own
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.