JAKEX Mutual Fund

NAV$15.87

AUM$20,968.14

TER0.92%

Holdings14

JAKEX Mutual Fund

NAV$15.87

JPMorgan SmartRetirement Blend 2070 Fund Class R2

AUM$20,968.14

TER0.92%

Holdings14

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Holdings Overlap Analysis

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

JAKEX Mutual Fund Overlap Analysis

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

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

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