JTTZX Mutual Fund
JTTZX Mutual Fund
NAV$15.49
AUM$59M
TER1.09%
Holdings21
See how much of JTTZX you already own
JTTZX Mutual Fund
NAV$15.49
JPMorgan Smartretirement 2020 Fund Class R2
AUM$59M
TER1.09%
Holdings21
See how much of JTTZX you already own
JTTZX Mutual Fund Overlap Analysis
JTTZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JTTZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, JTTZX may share significant positions with broad-market funds.
JTTZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTTZX tax-loss harvesting finds highly correlated but non-identical funds.