JAJSX Mutual Fund

NAV$15.64

AUM$25,438.06

TER1.40%

Holdings23

JAJSX Mutual Fund

NAV$15.64

JPMorgan SmartRetirement 2070 Fund Class C

AUM$25,438.06

TER1.40%

Holdings23

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare JAJSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JAJSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JAJSX Mutual Fund Overlap Analysis

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

JAJSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, JAJSX may share significant positions with broad-market funds.

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