JUTPX Mutual Fund
JUTPX Mutual Fund
NAV$31.84
AUM$14M
TER0.67%
Holdings1,110
See how much of JUTPX you already own
JUTPX Mutual Fund
NAV$31.84
JPMorgan Smartretirement Blend 2030 Fund Class R3
AUM$14M
TER0.67%
Holdings1,110
See how much of JUTPX you already own
JUTPX Mutual Fund Overlap Analysis
JUTPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JUTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1110 holdings, JUTPX may share significant positions with broad-market funds.
JUTPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JUTPX tax-loss harvesting finds highly correlated but non-identical funds.