JACSX Mutual Fund

NAV$34.35

AUM$17M

TER0.42%

Holdings16

JACSX Mutual Fund

NAV$34.35

JPMorgan SmartRetirement Blend 2060 Fund Class I

AUM$17M

TER0.42%

Holdings16

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Holdings Overlap Analysis

Compare JACSX 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 JACSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JACSX Mutual Fund Overlap Analysis

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

JACSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JACSX may share significant positions with broad-market funds.

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