JAJVX Mutual Fund

NAV$16.07

AUM$20,719.27

TER0.90%

Holdings23

JAJVX Mutual Fund

NAV$16.07

JPMorgan SmartRetirement 2070 Fund Class R3

AUM$20,719.27

TER0.90%

Holdings23

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Holdings Overlap Analysis

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

JAJVX Mutual Fund Overlap Analysis

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

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

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