JAKDX Mutual Fund

NAV$16.27

AUM$21,011.16

TER0.42%

Holdings14

JAKDX Mutual Fund

NAV$16.27

JPMorgan SmartRetirement Blend 2070 Fund Class I

AUM$21,011.16

TER0.42%

Holdings14

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Holdings Overlap Analysis

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

JAKDX Mutual Fund Overlap Analysis

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

JAKDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, JAKDX may share significant positions with broad-market funds.

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