JAKBX Mutual Fund

NAV$16.10

AUM$2M

TER0.40%

Holdings23

JAKBX Mutual Fund

NAV$16.10

JPMorgan SmartRetirement 2070 Fund Class R6

AUM$2M

TER0.40%

Holdings23

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Holdings Overlap Analysis

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

JAKBX Mutual Fund Overlap Analysis

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

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

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