JUTUX Mutual Fund
JUTUX Mutual Fund
NAV$31.51
AUM$51M
TER0.42%
Holdings1,110
See how much of JUTUX you already own
JUTUX Mutual Fund
NAV$31.51
JPMorgan Smartretirement Blend 2030 Fund Class R4
AUM$51M
TER0.42%
Holdings1,110
See how much of JUTUX you already own
JUTUX Mutual Fund Overlap Analysis
JUTUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JUTUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1110 holdings, JUTUX may share significant positions with broad-market funds.
JUTUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JUTUX tax-loss harvesting finds highly correlated but non-identical funds.